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Luke Bailey

Advice Delivery Manager (388 George Street)

Qualifications

  • CERTIFIED FINANCIAL PLANNER®
  • Master of Applied Finance (Financial Planning)
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Bachelor of Technology (Aeronautical Engineering)


After a decades long career you only have one chance to get retirement planning right. What I love about my role is having the opportunity to oversee a team of highly professional financial planners guide hard working Australians through complex financial decisions, as they move into retirement and beyond.


Luke Bailey is the Regional Manager of StatePlus’s Penrith office. Luke has managed the team at Penrith since 2013, and prior to that, spent two years as a financial planner based at StatePlus’s Newcastle office. Luke also has years of experience in other related roles since 2006, having constructed hundreds of financial plans for a wide range of clients, and provided training to financial planners all over the country around strategy development and financial modelling. Prior to 2006, Luke spent just over 10 years as a commissioned officer in the Royal Australian Air Force, serving as a navigator on C130 aircraft based out of Richmond, NSW and as a navigator instructor based out of Sale, VIC.

Luke grew up near Hornsby, and now lives in Baulkham Hills, both suburbs of metropolitan Sydney. Luke is married with two young children, and has other extended family close by. Outside of work Luke enjoys spending time with family, music, movies, keeping fit and travelling.