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