Luke Morris – Executive Financial Planner – Grad DipAppFin
Luke Morris has been working in the Banking, Finance and Investment Industry since 2000. He is the principal of Ocean Advice Pty Ltd. His Authorised Representative Number issued by ASIC is 458025.
Throughout this time he has gained valuable experience and knowledge, providing personalised and tailored superannuation and investment advisory services to individuals and families looking to protect and grow their financial resources. Luke also assists with Estate Planning matters, which can result in significantly improved outcomes to dependents and beneficiaries.
Luke’s previous roles included time at boutique Portfolio Management firm where he held positions of General Manager of the firm and ‘Responsible Manager’ for the Australian Financial Services Licensee. Prior to this role, he was an Associate Director and Business Development Manager with a large Investment Bank, responsible for a range of Investment Funds and services.
Luke has completed a Graduate Diploma of Applied Finance, Diploma of Financial Markets, Graduate Certificate in Financial Planning, along with the successful completion of Self Managed Superannuation Fund and Margin Lending courses. Luke is a Member of the SMSF Professionals’ Association of Australia Limited (SPAA) and a Graduate of the Australian Institute of Company Directors.
