Bhanu Loku

Bhanu specialises in mature, long-term investment strategies designed to build wealth and generate income through effective, risk-managed approaches. Recognised as an investment specialist, he has a proven ability to develop tax-efficient, tailored strategies that support clients in building sustainable wealth and financial security over time for themselves and their beneficiaries.

With a strong understanding of macroeconomic trends and their influence on both defensive and growth-oriented investment markets, Bhanu takes a holistic, strategic approach to financial planning.

Bhanu values the long-term relationships he builds with clients and derives great satisfaction from guiding them toward financial confidence. His advice philosophy is grounded in deeply understanding each individual’s goals and collaborating closely with accountants and other professionals to deliver outcomes that are in the client's best interest so they can live their life to the fullest.

Qualifications and Memberships 

• Certified Financial Planner (CFP®) 

• SMSF Specialist Adviser (SSA®) 

• Master of Financial Planning (MFinPlan) 

Bhanu believes that true financial advice is about more than numbers, it’s about giving people the confidence and clarity to take control of their financial future.