Luke Morris

Senior Financial Adviser, Agri Solutions Specialist

Hi I’m Luke, I help Families and Professionals improve their financial world.

I also help farmers with: Succession Planning, Off Farm Assets, Personal & Farm Protection, Superannuation, Tax Planning and Cash Flow Planning.

About Me...

Luke has been a part of the financial services industry since 2018, after a decade of serving in Australia’s Defence Force.

With a long-held interest in agriculture and rural communities, Luke’s clients include people with farming businesses looking to build off-farm income streams as well as assisting with farm succession planning.   

Luke provides comprehensive advice solutions for clients based on their needs and objectives and is especially focused on managing clients’ financial risk through the development of passive income streams.

Luke’s qualifications include a Bachelor of Commerce, and he is currently completing graduate research studies focusing on the fiscal sustainability and equality of the current retirement savings system.

Luke is available to meet with you in person, or virtually.

What my clients say about me