Luke Lumbis

Certified Financial Planner

Luke’s role involves…

Luke is an expert in helping people create a financial plan by developing their understanding and conviction with their objectives and ambitions.  This includes protection, pensions and investments to build and protect their future.

What are the three things you love most about your job?

Empowering clients to make big decisions, getting to know so many interesting people and being able to provide value to practically anyone.

When Luke’s relaxing

Luke is a proud dad to 3 young kids, so always looking to fill the time having fun and making memories.  Luke has a passion for cars, a keen DIYer and always up for a live show whether music or theatre.

Luke in numbers...

14

Cars owned

10

Years in financial services

3

children

Marshall Wooldridge
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