Luke McCann – Managing Director

Luke McCann is an experienced investment and banking professional having held a number of senior relationship, leadership and executive roles. Luke has a demonstrated 20 years in the Private Wealth industry, advising a number of Australia’s largest and most successful UHNWs, family enterprises and family offices

Skilled in investment management, markets solutions, debt advisory, risk management, family governance, succession planning and philanthropic advice, Luke has built a strong reputation in the market specialising in family wealth and family business advisory services. This broad expertise were leveraged in establishing, leading and growing a successful UHNW national segment and strategy for a big 4 Australian Private Bank. This differentiated segment proposition focused on the complex needs of clients in transition post a significant liquidity event, such as a business sale or property disposal.

Luke has also held other senior roles, including Managing Director (Wealth Services) for a global consultancy firm managing the national business and providing independent advice across wealth & debt advisory services for UHNW & Family Office clients.

Luke’s qualifications include;

·        Master (MA) in Finance

·        Dip (DFP) and Adv. Dip Fin Planning (ADFP)

·        Finance Brokers Association of Australia (FBAA)

·        CISI Post Grad Dip Wealth Management

·        FFI Cert. Family Business Advising (CFBA) & Family Wealth Advising (CFWA)

Luke’s approach is based on client centricity and adding value through achieving tangible outcomes for clients. He is passionate about building long term relationships, working closely with entrepreneurs and multi-generational families in understanding their needs, objectives, values and concerns and consulting on the bespoke design, implementation and ongoing management of the family wealth and family harmony strategies.