Luke Bowler – Financial Adviser, CFP, Team Manager
“I love to work with my clients and hear about what they want to achieve in retirement and help them meet their goals.”
Luke joined Invest Blue in June 2015 after starting in financial planning in 2005 along with his father in their family business. He completed a Bachelor of Business (Applied Finance) at the University of Western Sydney and he has also completed a Diploma of Financial Services (Financial Planning).
Luke spends his spare time with his wife and two children and enjoys playing golf and basketball.
Areas of Specialisation:
- Wealth creation strategies
- Transition to retirement strategies
- Risk Insurance Strategies
- Retirement planning
Memberships:
- Financial Planning Association of Australia (FPA)
Qualifications:
- Diploma of Financial Services (Financial Planning)
- Bachelor of Business (Applied Finance)
- Certified Financial Planner (CFP)
- Justice of the Peace NSW
- Most Trusted Adviser 2023
Hear from Luke’s clients:
