Lukas Stergiou
Financial Planner/Stockbroker / Partner – Wollongong
Lukas started working at Morgans Wollongong in 2018 as a paraplanner. During this time he gained a detailed understanding of the processes behind providing specialised financial advice. Whilst working at Morgans, Lukas completed his Bachelor of Commerce in Finance and Financial Planning at the University of Wollongong. Lukas became an adviser with Morgans in 2018, and became a partner of the Wollongong office in 2021.
Investment Style
Lukas aims to incorporate all aspects of financial planning to ensure his clients are provided with strategies that build, preserve and protect their wealth. Lukas' areas of expertise include superannuation, self-managed superannuation funds, wealth accumulation, retirement planning and stockbroking services.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am a partner of Koleshore Pty Ltd which operates the business of Morgans Financial Limited - Wollongong. My employer remunerates me by way of salary. As a shareholder of Koleshore Pty Ltd, I may be entitled to a share of profits. As a Partner of Koleshore Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
I am an employee and Partner (Shareholder) of Koleshore Pty Ltd which operates the business of Morgans Financial Limited - Wollongong. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a Partner (Shareholder) I may be entitled to a share of profits.
