Luke Marshall
Senior Partner
Luke is an experienced Financial Planner with a demonstrated history of helping every day Australian’s achieve their financial goals. By fostering a strong and lasting professional relationship, based on mutual trust and respect, Luke can provide you with the information and tools necessary to manage Aged Care, Estate Planning and Estate Administration. Luke is passionate about discovering what motivates you in order to work towards achieving your goals, aspirations and true financial security.
Testimonials
“I cannot thank you enough for all you have done for me Kris, and to Luke in 2018, you took so much stress off me with the tax audit. A big thank you to Luke and your amazing team at KDM for your holistic service, amazing knowledge, expertise, compassion and personalized support has been such a positive impact on my life. Special thanks beyond words for amazing service. My deepest appreciation to you Kris, Luke, Lavika, Chase and all your wonderful team. I don’t know where I would be without you.” – Helen Maxwell
“Last year I consulted with Luke Marshall to begin Retirement Planning. Usually, I am switched on and understand Financial Planning information, however, Luke went above and beyond my expectations. A thoroughly detailed plan, strategies, and structured approach that Luke presented has been an invaluable road map that I have now put in place. He also makes pretty decent tea and conversations are great!! Thanks, Luke and the KDM team, highly recommended.” – Inder Rai
Experience
- Senior Partner and Financial Planner at KDM Financial & Estate Planning, 2017 – Current
Qualifications
- Masters Degree of Applied Finance at Charles Sturt University
- Advanced Diploma of Financial Planning at Kaplan Professional
- Diploma of Financial Planning at Kaplan Professional
Membership
- Certified Financial Planner (CFP) Professional Designation of Financial Advice Association Australia
