Luke leads the team at Oreana Financial Services, bringing over 18 years’ experience in financial services.
Luke has extensive investment management and wealth advisory experience having held senior roles within a number of top tier firms in both Australia and Hong Kong.
Prior to joining Oreana, Luke was head of National Australia Bank’s (NAB) Private Wealth Advisory capability across Asia. In this role, Luke had responsibility for the strategic direction, leadership and management of the firm and was a member of the NAB Hong Kong leadership team with accountability for the delivery and expansion of the Private Wealth capability in Asia.
Prior to this role, Luke held senior positions within NAB’s Global Asset Management business (a wealth management capability with more than $170 Billion in Funds under Management) and was key to delivering strategies and insights to the market. In this role, Luke developed a deep practical understanding of asset allocation, portfolio construction and delivering advice to high net worth investors.
Before joining NAB, Luke held various roles with Goldman Sachs JBWere, Vanguard Investments and a boutique property and infrastructure firm in Melbourne, Australia.
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A Licensed Financial Firm
In Hong Kong we are licensed by the Securities and Futures Commission (license no. AHX191), the Insurance Authority (license no. FB1443) and the Mandatory Provident Fund Authority (license no. IC000563).
In Australia we are licensed by the Australian Securities and Investments Commission (AFSL No: 482234, ABN 91 607 515 122).