Rami Elkassem is the Director and Principal Financial Advisor at Life Plan Wealth Advisors and has over 16 years' experience working in the Financial Planning profession.
Rami specialises in providing holistic financial advice in the areas of Superannuation and Retirement Planning, Tax and Investment Strategies, Personal Insurances, Social Security, Aged Care, and Self Managed Super Funds.
With a strong passion for the industry, Rami has completed a Master Degree of Financial Planning, and is a member of the Financial Planning Association and Tax Practitioners Board.
Rami's greatest reward comes from guiding clients along their journey to financial freedom, taking them from where they are today, to where they want to be tomorrow.
Rami Elkassem holds specialist accreditations in the areas of Aged Care, Self-Managed Superannuation Funds, and Defined Benefit Schemes.
Rami Elkassem is authorised to provide advice in the following areas:
- Deposit and payment products
- Government debentures, stocks and bonds
- Life products
- Managed investment schemes
- Retirement Savings Accounts
I’ve dealt with Rami for just under 10 years. He has steered me through the right investment strategies, enabling my super and finances to see me through early retirement. He also provided sound advice to enable my elderly mum to have the best financial backing to have the best residential aged care possible. Rami is highly respected in my family and I would have no hesitation in recommending him to others as a trusted adviser, and also I’d regard him as a friend.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2006
- Years of experience 17
- Master of Financial Planning
Life Plan Wealth AdvisersLevel 2, 215 George St
Liverpool, NSW 2170
- In person
- Video call
Count Financial Limited