Lucas Barsby

Rockhopper Wealth

Platinum
16 Yrs Experience
Gawler, SA 5118
Lucas Barsby is a highly experienced and highly educated financial adviser, having worked as a planner since 2007, and in the industry since 2005. Having worked through the Global Financial Crisis and other difficult periods in investment markets, Lucas specialises in simplifying complex financial matters and using plain English to provide advice that helps improve client finances and enjoys getting to know the interesting clients he works with as people, not numbers. www.rockhopperwealth.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

No fees are charged without your prior consent, and I will make sure that they represent value for money in your case before we proceed to get any work done. The first initial chat is at my expense, and any additional work can be done on an hourly rate basis or a fixed fee agreed between us.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 26
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Rockhopper Wealth

Level 1, 89-91 Murray St
Gawler, SA 5118

Opening hours

  • 9:00am – 5:00pm Tuesday, Thursday
  • 9:00am – 7:00pm Monday, Wednesday
  • 9:00pm – 5:00pm Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.95
26 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 26

Sort by

4.75

"Lucas assisted us in the area of Aged Care and other related finances. Lucas was lovely and a pleasure to deal with. He explained things in a language easy to understand allowing us to feel comfortable in our decision making. Lucas was recommended to us, I would definitely recommend him to others. We will also be using Lucas again in the future. Thank you so much ??"

  • Government Assistance
  • Insurance Protection
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lucas was professional and I could see he genuinely wanted to help me - rather than sell financial products. He took the time to consider and explain to me my financial situation and what I could do. I highly recommend Lucas!"

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since meeting Lucas we have been confident that his advice has been in our best interest for the long-term financial and retirement goals we outlined to him. He has been available anytime we have wanted to discuss something including advice on all matters financial."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since relocating from Sydney I have been searching for an adviser that can not only give me insights and advice, but someone that can explain WHY a recommendation is superior to other options. In short - I like detail, supported by data. Each and every time Lucas gave a recommendation it was supported by historical data and logic that I couldn’t fault. I did independent verification of every piece of advice, and time and again it proved to be aligned to my goals or thresholds for risk. He understood what I wanted, and tailored his advice to accomodate my requirements. Exactly what I want - a professional that knows their business, that can help me with mine. I am no longer searching for a new adviser!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since relocating from Sydney I have been searching for an advisor that can not only give me insights and advice, but someone that can explain WHY a recommendation is superior to other options. In short - I like detail, supported by data. Each and every time Lucas gave a recommendation it was supported by historical data and logic that I couldn’t fault. I did independent verification of every piece of advice, and time and again it proved to be aligned to my goals or thresholds for risk. He understood what I wanted, and tailored his advice to accomodate my requirements. Exactly what I want - a professional that knows their business, that can help me with mine. I am no longer searching for a new advisor!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lucas has exceptional knowledge and is able to provide advice I feel confident was in one’s best interest. Very approachable and is always willing to help."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I had been apprehensive in seeing a financial planner not knowing what to expect, but Lucas has shown the value and importance of having a knowledgeable and trusted professional analysing and managing my finances. He was not only knowledgeable, he also took the time to understand and consider my short and long term financial and life goals. He kept me updated through every step of the way and was incredibly efficient and easily contactable (particularly helpful when there was a looming deadline on an application I made a last minute decision to submit). Many thanks to Lucas for his help and highly valued advice."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lucas was recommended to us by our family and we have soon become confident in his expertise and trust him to give us advice on money matters. He has the ability to clearly explain money situations in a professional manner and makes us feel comfortable to ask questions so that we can understand clearly. We have full trust that Lucas will advise us through our Superannuation and Centrelink matters in the future. Brian and Glenys"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lucas has given us advice and help in managing our superannuation fund and general advice with all life issues regarding our life and well being, including centre link issues. He is always there for us when we need him! A great bloke ! We can thoroughly recommend him!! Pam&Geoff 5116"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lucas is very helpful in all areas related to our retirement super and also in dealing with centrelink requirements, my husband and I feel that Lucas makes us feel confident that our best interests are taken care of."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2008

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2013

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
2005

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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