Luke Naughtin

DIRECTOR, Advisory

B Com (Acc), Grad Dip FP

Luke has spent his working life in the world of financial planning and private wealth management.

Since 2004, he has worked in a variety of roles within other successful Melbourne and Sydney based financial planning businesses, assisting high net worth individuals and small business owners in managing all aspects of their financial affairs.

As an Authorised Representative of Cygnet Financial Pty Ltd, Luke aims to combine his technical expertise with an understanding of how “money issues” intersect with the rest of people’s complex lives. His aim is to simplify financial affairs and provide solutions to complex situations to quickly and painlessly ease the burden.

Luke has lived in Melbourne all his life and holds a Bachelor of Business and Commerce and Graduate Diploma of Financial Planning. He has a specialisation in direct equity investment and advice accreditations in Self Managed Superannuation Funds (SMSFs) and Estate Planning.

Whether it’s clients, colleagues, friends or family, social interaction is something Luke cannot live without and he is often found conversing with those around him over great food and wine.

““I enjoy being a sounding board for my clients. I truly believe that quality financial advice is ultimately defined by the strength, trust and resilience of the relationship between client and adviser. Founded on likeminded values, transparency and an acute awareness of each individual’s pursuits and ambitions - we can make great things happen.””