Name | Luke Dean AFP® |
Company | DFG Wealth Pty Ltd |
Address | Unit 38 33 Milgate Drive Mornington, VIC 3931 |
Phone | 03 5976 8426 |
Website | www.adviceloop.com.au |
Luke is the Principal Adviser, Responsible Manager, Owner and Director at Advice Loop. He is driven by the desire to help people put together a plan for a life that’s fulfilling and free of financial stress — both now and well into the future.
While Luke’s knowledge and experience in the financial planning sector is diverse, he has a keen interest in self-managed super funds and has earned the title of “SMSF Specialist Adviser” through the SMSF Association.
This accreditation gives Luke the ability to handle the whole SMSF process — from initial set-up and investment strategy preparation to implementation and advice around borrowing to acquire commercial property and other assets.
Luke holds a Bachelor of Business & Commerce, Diploma of Financial Planning and Diploma of Finance & Mortgage Broking Management. He is currently studying for his Master of Financial Planning.