HEARD FINANCIAL

Introducing Luke, General Manager at Heard Financial.

Luke is the engine behind how Heard Financial grows—and how it keeps delivering for clients as it does.

An MBA holder with a genuine passion for the financial world (he runs his own portfolio of shares, property and an SMSF), Luke found the industry in 2018 and instantly felt like he was where he belonged. He thrives in a fast-paced environment and channels that energy into building a business that puts clients first at every stage of growth.

For Luke, it comes down to a great team and ambitious goals—executing a growth strategy is what gets him out of bed in the morning.

Driving growth, without losing sight of the client.

Want to learn more about the team behind Heard Financial? Get in touch with us through the link below.
https://heardfinancial.com.au/contact/

Meet Craig, Financial Adviser at Heard Financial.

Knowing what to do with your money isn't always straightforward. Whether you're planning for your children's future, managing savings or thinking about long-term growth, having the right structure makes all the difference.

Craig works closely with clients to understand what matters most, then builds strategies that are measured, practical and aligned to their goals. He focuses on explaining complex concepts clearly, so clients can move forward with confidence.

Known for his patience, responsiveness and calm approach, Craig creates an environment where clients feel comfortable asking questions and making informed decisions.

Clear, considered, and genuinely focused on your best outcome.

Ready to take the next step with confidence? Get in touch with Craig through the link below.
https://heardfinancial.com.au/portfolio/craig-mellors/

Get to know Jessica, one of our Financial Advisers at Heard Financial.

Wealth isn't always built in a straight line. Career pauses, part-time work and life changes can all affect your long-term outcomes—even when you're doing everything right.

Jessica works closely with clients at different stages of life, with a particular focus on helping women navigate the things that shape long-term wealth. She places real emphasis on education, so her clients always understand their strategy and feel confident over time.

Known for her consistency, clarity and commitment, Jessica turns complex decisions into practical, actionable plans.

Practical, clear, and genuinely in your corner.

Ready for advice that feels clear and supportive? Reach out to Jessica through the link below:
https://heardfinancial.com.au/portfolio/jessica-zhang/