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Luca Biviano

Wealth Adviser, Wealth Management, BBus, GradDipFinPlan

Tailored financial advice for professionals and families focused on building and preserving wealth

Guiding clients through building, protecting, and passing on wealth with personalised strategies

Luca is a trusted wealth adviser who works with high-net-worth individuals, professionals, business owners, and families to deliver clear, long-term financial strategies. He takes a calm, collaborative approach to uncover each client’s goals and builds tailored portfolios that evolve with their life stage and the market. With a strong grasp of both investment fundamentals and personal wealth dynamics, Luca helps clients navigate complex decisions with confidence.

His focus spans tax-efficient investing, asset protection, intergenerational wealth transfer, and succession planning, always grounded in transparency, trust, and long-term partnership. Whether guiding a professional through a major wealth event or supporting a family’s legacy planning, Luca delivers consistent, high-touch service and strategies that reflect the unique goals of each client.

Authorisations

Financial advisers register - Moneysmart.gov.au

Luca Biviano can advise on the following product areas:

  • Financial Product Advice
  • Deposit and Payment Products
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes
  • Securities

Luca is accredited to provide tax (financial) service advice.

Qualifications

  • FASEA National Exam, ASIC, 2024
  • Accredited Derivatives Adviser Level 1, SIAA, 2024
  • Graduate Diploma of Financial Planning, Kaplan, 2023
  • RG146, SIAA, 2021
  • Bachelor of Business Major - Banking & Finance, Monash, 2020