Luke Shad

Palladia Wealth Advisory

Silver

13 Yrs Experience

Kent Town, SA 5067

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Our self-licensed practice prides ourself on having a wealth of resources available to proactively assist our clients all across Australia by going above and beyond. I have a strong passion for financial planning. I strongly believe this is key in working very closely with my clients on an ongoing basis and developing meaningful long-term relationships to assist them in achieving goals that are unique to them.

My passion for financial advice drove me to join the financial planning industry as university graduate where I started my career at Commonwealth Bank of Australia in 2011. I have been a qualified financial advisor since March 2012 and am proud to continue my career at Palladia Wealth Advisory which I have been a part of since its establishment in 2019.

Mobile: 0410 481 945

Email: lshad@palladia.com.au

Elena Diamandopoulos (associate): 0411 366 781

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Cashflow & Income
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets

5.00 March 2025

It has been a pleasure to deal with Luke and his team! Out of frustration with a poor performing super fund, Luke was able to turn this around and diversify the super fund by investing in different portfolios and the returns have been impressive.

Also kicking in a personal contribution each month had helped and whilst the amount is very minimal it has made such a huge difference to the super fund that’s been very impressive to see grow! We appreciate the advice Luke gives us especially as we are kept informed via email or regular zoom meeting updates and if we need to tweak any of the super Investments we can discuss and agree together. It’s lovely to deal with a kind, honest, polite, friendly supportive person as super is something I usually roll my eyes in disgust as I didn’t fully understand enough about my super fund but Luke has changed my outlook! I would recommend anyone looking to improve their super fund or seek advice on succession planning , retirement and wills and estate as Luke is so knowledgeable and can access the right people to help with this if he is unable to. Thanks again Luke for all your support and advice!

4.75 March 2025

Luke and his team are well informed and equipped with up-to-date information, at first, I found it a bit difficult to understand management of my Superannuation account.

Luke's approach to both me and my wife has always been professional and courteous, as all our questions are all answered or if not researched for us.

Luke likes to keep in contact, through emails, phone and personal meetings, to keep us informed on progress, which is well invited.

I'd say he knows how to look after his clients,

Regards

Danny and Ann Flynn

5.00 September 2024

So easy to deal with.. always goes above and beyond for me and would highly recommend luke.. so happy with the service he provides

5.00 September 2024

Luke has always provided clear, prompt & professional advice. His manner is warm & friendly and he is very efficient.

5.00 September 2024

Luke goes beyond to help and is always friendly and very supportive. Highly recommend and appreciate Luke is always quick to get things done. One fantastic adviser.