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Luke McKenzie

Finance Broker & Senior Planning Assistant

Luke joined the Aspire2 team in 2021, bringing with him 15+ years of customer service experience, including over 10 years in the financial planning industry. He initially started as a Planning Assistant, supporting our advisers in delivering exceptional service to our clients. Recently, Luke has successfully completed his education to become an in-house finance broker.

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Outside of work, Luke enjoys spending time with family, taking his young daughter on adventures, and watching basketball. He is an avid coffee aficionado, and believes a good coffee and podcast is the best way to enjoy your commute to work

Luke’s Qualifications & Associations

  • Authorised Credit Representative

  • Certificate IV in Finance and Mortgage Broking

  • FBAA Accredited Member

  • AFCA Member

Schedule a Complimentary Call

If you’d like to discuss your needs, you’re welcome to arrange a free consultation call.

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Aspire2 Wealth Advisers Pty Ltd.

Level 2,33 Richardson Street
West Perth WA 6005

(08) 9322 7029

aspire2@a2w.com.au

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Aspire2 Wealth Advisers Pty Ltd ABN 42 125 897 903 is an authorised representative and credit representative of Charter Financial Planning Limited ABN 35 002 976 294, AFSL and Australian Credit Licence No. 234665.

 

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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