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Make Your Money
Work For You
We’re here to help
Investments, superannuation, retirement, insurance, tax, budgets...it can make your head spin. Commonly, when it comes to 'money-talk' people immediately think it is complicated and simply too hard.
Lux Financial Planning can help you navigate the financial jungle with bespoke and friendly professional advice, so that you can make smarter decisions and feel confident about your financial future.
Meet Our Team
Our small team are passionate about YOU and will stand by you throughout your individual finance journey. We approach each client relationship with the respect that it deserves, so we can securely and with wisdom allow our clients to be confident about their financial future.
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Based in Woollahra, I am the practice principle and owner of Lux Financial Planning which was established in 2014. With over 25 years’ experience in the industry, I have been a practicing adviser in Australia since 2001. Prior to this time, I was working in private banking across Germany and Luxembourg.
As an active member of the Financial Planning Association, I am a fully qualified Certified Financial Planner since 2004. During my time advising, I have developed an extensive understanding of what is considered ‘trusted and collaborative advice’ in today’s ever complex financial and investment environment.
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Jason, our Client Service Officer, serves as a welcoming first point of contact for our clients.
With extensive experience in customer service, he is a friendly personality who looks forward to assisting with all of your initial queries.
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Georgina has been part of the Lux team since 2019, primarily involved in client service management and paraplanning.
Since starting with us she has successfully completed her Graduate Diploma of Financial Planning and is currently in the process of completing her Professional Year. Her zest & passion for client relations and all things financial planning has led her to be the entrusted & reliable force that our clients and Lux are grateful to have.