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.

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

Memberships