Meet The Purposeful Investor. Our very own investment guru is a chartered financial analyst (CFA) and a chartered accountant (CA). In fact, Luke qualified in the top 10% when completing level 3 of the CFA program. Add to that a career that has taken Luke from Australia to London and back again, and it’s easy to see why he’s our go-to for life-changing investment insights and clear, evidence-backed strategies.
With his invaluable local and global investment market experience, which spans practically every investment type and class you care to mention, he knows the investment world inside out. Moreover, he’s as passionate about creating wealth with purpose as we all are at Capital Partners – not creating and managing wealth for the sake of it, but to help clients achieve their life goals. Indeed, it’s this shared commitment to purposeful investing and financial planning that lured Luke to our team from one of Australia’s leading fund management firms.
This positivity and commitment to living life to the full – to experiencing and achieving as much as he can – carries over to Luke’s personal life. In addition to spending time with his family, Luke enjoys satisfying his competitive streak exercising and playing sport.