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Passionate advocates for ESG excellence.

As a long-standing and trusted provider to many of Australia’s leading institutions and individuals, Lumina is dedicated to responsible resource management, upholding the highest ethical business practices and passionately supporting a range of social causes.

Our Environmental Social and Governance (ESG) strategy focuses on three core principles:

1. Environmental Sustainability: caring for our planet

2. Social Responsibility: nurturing our people and community

3. Governance: ensuring the health and sustainability of Australian business

At Lumina, we understand that actions speak louder than words, so we actively engage in activities and programs to shape a better, more sustainable future for all.

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Environmental sustainability: caring for our planet Social responsibility: nurturing our people and community Governance: ensuring the health and sustainability of Australian business

Environmental sustainability: caring for our planet.

Lumina is committed to reducing our carbon footprint and managing resources responsibly to deliver high-quality services.

We feel privileged to be located at 25 Martin Place, a Dexus building known for its exceptional sustainability practices, including:

  • NABERS ratings: Energy (4.5 star), Water (3.5 star), Waste (4 star), and carbon-neutral certifications.
  • GRESB and WELL certifications.
  • Indoor air quality (IAQ) management
  • Waste management program
  • Carbon emission program
  • Building electrification program
  • BOS, metering, and sub-metering data management
  • GRESB and WELL accreditations (portfolio)

Additionally, Lumina runs several internal environmental management initiatives. Lumina operates a paperless office with superior electronic data storage and protection and encourages easy waste separation. We invest significantly in systems and technology to allow for a flexible workforce, thereby reducing the need for travel. We minimise electricity consumption using timed lighting controls and on-demand air-conditioning and encourage responsible use of resources such as energy and water by staff.

Lumina’s skillset and systems are exceptional and difficult to replicate internally. Lumina attracts and retains highly talented individuals who consistently deliver exceptional work.
Chief Operating Officer / Chief Financial Officer, large specialist investment management firm

Social responsibility: nurturing our people and community.

Our people

Respect for All stands as a pillar of Lumina’s six fundamental principles, aimed at fostering a culture that sets us apart as an extraordinary company to work for and collaborate with.

We wholeheartedly believe in fostering inclusivity and embracing the distinctive qualities of every individual, irrespective of age, gender, race, nationality or orientation.

We are proud to say that 54% of our team has been at Lumina for at least 6 years, with the average tenure of those individuals being 13 years.

Lumina is also an equal opportunity employer with females constituting 68% of our team and 50% of our senior leadership roles held by females.

Plus, in our 2023 annual employee engagement survey, 90% of our team describe Lumina as a great place to work and this number continues to rise.

Activities we engage in include:

  • Offering an extensive Employee Assistance Program (EAP) that includes counselling and other services for our team and their families.
  • Operating a fully flexible workplace, with a generous parental leave policy and other great return-to-work and parental benefits.
  • Running a comprehensive mentoring and buddy program, supported by a learning and development framework that focuses on both technical and soft skills.
  • Prioritising self-care for our teams and celebrating their accomplishments, both professional and personal. Our regular social and sporting events, such as tennis days and office sports, alongside free massages and trivia nights, ensure a thriving and enjoyable work environment.
  • We also host events to help raise awareness of important dates in the Diversity & Inclusion calendar, such as International Women’s Day, NAIDOC week and National Reconciliation Week.

We also have a Wellbeing Committee and a Social Committee, both working tirelessly to create a workplace environment and culture that supports mental health and well-being, coordinating annual flu shots, in-office massages, mental health training and corporate sports programs.

Our community

We take great pride in supporting numerous charities across a wide variety of causes. Lumina has close and longstanding relationships with a number of key charities and organisations.

From tackling homelessness and hunger through initiatives, such as:

Supporting critical cancer treatment and other serious illness with organisations, including:

Contributing to important humanitarian issues, such as:

And our commitment to veterans is unwavering, with contributions to the ANZAC Appeal and RSL – ANZAC.

Absolute pleasure to deal with, the Lumina team is highly dependable and they have an excellent questioning mindset - they know when to ask questions and which questions to ask to arrive at the best decisions for business success. They always communicate and deliver.
Senior Partner, large international accounting firm
The Exodus Foundation The Salvation Army The Smith Family Bear Cottage Sydney Children's Hospital Stay Kind Cancer Council National Breast Cancer Foundation Bravehearts Australia

Governance: ensuring the health and sustainability of Australian business.

A fully Australian-owned business, Lumina is a partnership with 3 partners and over 55 professional staff.

We are a respected member of Chartered Accountants Australia and New Zealand and the preferred finance team for ASX-listed companies, leading financial services organisations and Australia’s high net-worth individuals. Clients choose us primarily because of our unwavering commitment to governance structure and unparalleled business ethics.

At Lumina, we are led by the principles of Excellence in Everything and Integrity is our Value, with ethical standards at the core of every facet of our operations.

  • We are committed to forging long-term and collaborative relationships with all people and organisations we do business with, including our third-party suppliers. This extends to ensuring our business partners operate with similar ethical standards and is embedded in our procurement and engagement processes.
  • Our data and IT security practices are aligned with a best practice framework which assists in protecting the confidentiality, integrity and availability of internal and client information.
  • We understand the critical importance of maintaining the confidentiality and privacy of information with which we are entrusted, and strictly comply with our obligations in this regard. Our privacy policy outlines how we collect, use, disclose and otherwise manage personal information.
  • We are committed to upholding fair, ethical and open competition. We acknowledge that we are a trusted advisor to companies whose shares or other financial instruments are traded on regulated markets, making us privy to market sensitive information.
  • We are committed to compliance with all applicable anti‑money laundering and anti-terrorism laws.
  • We have a robust and proactive risk management framework which places emphasis on early identification and resolution of potential risks. We expect our business partners to also proactively manage and mitigate risks.
  • Our policies, procedures and processes prioritise Social Responsibility and Wellbeing (including diversity, equity, inclusion, modern slavery, harassment and bullying), Code of Conduct, Business Ethics (conflict of interest, cybersecurity and privacy) and Quality Control. These policies are regularly updated to reflect our unwavering commitment to these essential areas.
Lumina’s technical competence and the quality of their questions are top-notch. Trustworthy and impressive.
Chief Operating Officer, large specialist investment management firm
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