Financial planning is not only about how you invest your money or planning how you manage your super, contingency protection, pre-retirement or retirement plans. It is more about financial education and learning how we can face our life changes to meet our lifestyle goals and objectives. This is what my passion is all about
Luis has more than 20 years’ experience working within the financial industry in diverse roles; his high technical knowledge obtained through more than five years in Paraplanning has equipped Luis with excellent financial planning strategies to be offered to his clients.
Originally, Luis comes from Colombia and speaks Spanish as his first language. This has given him the opportunity to expand his financial advice to the Spanish speakers and their community around Australia. Apart from his financial planning career Luis and his wife Diana love to be involved into the Australian community serving in a local Christian Church in Canberra. Luis also loves playing Table Tennis and proof of this is that he represented The National Colombian Table Tennis Team in his early teenage years and nowadays he is an active member of the ACT Table Tennis Association in Canberra.
Luis's formal qualifications include:
Bachelor of Accounting
Master in Finance and Company Development
Diploma in Financial Planning
Advanced Diploma in Financial Planning
Master of Theology and Bible Ministries
Master of Divinity (Currently)