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Luke is a client manager in the Geraldton Business Advisory division.
After completing his university studies in Perth, Luke returned to his hometown of Geraldton in late 2009. He joined RSM as a qualified accountant in 2010. During his time with RSM, Luke has worked predominantly within the Self-Managed Superannuation Funds (SMSF) division. He was appointed as a client manager for the Geraldton SMSF team in 2015 and completed his CPA program in 2016.
SOLUTIONS
Luke has extensive experience in all areas of Self-Managed Superannuation, while specialising in the following areas:
- SMSF administration and compliance;
- SMSF planning and consulting
- Pension and contribution taxation advice; and
- Estate planning
REGISTRATIONS
- Certified Practising Accountant (CPA) Australia
QUALIFICATIONS
- Bachelor of Commerce in Accounting (Curtin University)
- Certified Practising Accountant (CPA)
