Propel Financial Advice
About the company
Propel Financial Advice is a Sunshine Coast-based financial planning firm. Luke Jensen is the Senior Financial Advisor and has been in the financial advice profession since November 1998. He has over 20 years' experience working across private advice businesses and large banks in Australia and the United Kingdom. Mr Jensen works with personal, business and corporate clients.
He holds a Graduate Diploma of Financial Planning, a Diploma of Financial Services and an Advanced Diploma of Financial Services. He attained Certified Financial Planner (CFP) status from the Financial Planning Association (FPA) in 2007. Mr Jensen is experienced in portfolio construction for superannuation and investment portfolios. Services include financial advice, investment, superannuation, retirement planning, personal insurance, budgeting and business succession.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Exceptional financial advice. Luke guided us through key financial decisions to help set up our future and shared valuable knowledge to support us on the path toward our goals. I would highly recommend him and his team—financial advice you can truly trust.
Luke is is very thorough with his Financial advice. I have already recommended him to a friend who has signed up with him & I will be happy to recommend him to others. We're very happy with his service & expertise.
We’re delighted with the outcomes of working with Luke. He explains complex matters well in a way that we understand and takes time to get to know you and your investing objectives. We actually enjoy our review meetings. We decided on Luke because of positive reviews and wholeheartedly agree with them after almost a year since first making contact.
I’ve always felt in excellent hands with Luke managing my interests. I thoroughly recommend both him and Propel Finance to you as a trustworthy and knowledgeable advisor on matters financial.
If you're after a top-notch financial planner, you've hit the jackpot with Luke. He’s one of the few I've come across who genuinely puts his client’s personal well-being front and centre, closely followed by their financial health. Luke talks in plain English, and his knowledge and confidence really shine through. Coming from a financial advice background myself, I know what to look for, and Luke ticks all the boxes.
Luke has been more than helpful in assisting myself and husband sort out our finances and helping us set up for our future refinement. He has a very friendly down to earth approach and takes the time to make sure we understand every aspect of our investments and super. His no pressure approach makes us both feel comfortable and feel in control.
Luke was extremely professional and thorough in, both his financial analysis, and recommendations for our financial future. It was refreshing to deal with a financial advisor who genuinely wanted the best outcomes for his clients. We highly recommend Propel Financial Services.
Financial advisers & planners in Sunshine Coast compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sunshine Coast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Propel Financial Advice (this page) | ★ 5,0 | 23 | No |
| 2 | Fiducian Financial Services - Sunshine Coast | ★ 5,0 | 3 | No |
| 3 | SMARTIN Financial Services | ★ 5,0 | 20 | No |
| 4 | Direct Wealth - Financial Advisor Sunshine Coast | ★ 5,0 | 26 | No |
| 5 | MB Financial Group | ★ 5,0 | 195 | No |
