Lucas is a Certified Financial Planner with over 10 years experience in financial planning and superannuation. He joined HESTA in 2019 and feels that being a financial planner is immensely rewarding as he can simply do one thing - help people.
Lucas’ goal is to care for clients and to empower them to make the right financial choices at all stages of their lives. He believes that everyone is unique – through their culture, upbringing and personal experience; and through financial planning, each individual can identify, define and live their best life.
In addition, Lucas is an advocate of keeping things simple, worry-free, living within our means and enjoying life every step of the way. He loves being around people and trying new things.
Lucas was very professional. He is passionate about his work and wanting the best for his clients. I have more clarity as a result of the consultations with him.
Sze (Lucas) provided us with outstanding service and advice. He readily grasped and understood our needs and plans, and responded to the intricacies of these with informative clarity and guidance, and a statement of advice that reflected precisely what we wanted to achieve. He is engagingly warm and personable in his interactions, and highly attentive to the details of the tasks at hand. We highly recommend his services.
Sze has assisted my husband and I with planning for early retirement. We've have found Sze very approachable, professional, knowledgeable, patient and respectful. Sze performed his work with diligence and commitment. Sze was always genuinly patient to answer any question and explain any complicated matter when clarification was sought by us. We’d like to thank Sze for his service and we are happy to recommend him. Zofia and Stefan
I am very happy with Lucas ‘s service, his knowledge and skill. He has provided me advice on retirement income and investment. He was thorough in the planning and its implementation. He was a good communicator and responded promptly whenever I raised a query. I had a very happy experience with Lucas and would not hesitant to recommend him.
Sze was able to advise me about relevant retirement strategies to manage my financial situation leading up to retirement and beyond. Thanks to him I am able to feel confident that I will have a secure and comfortable retirement.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2014
- Years of experience 9
- Certified Financial Planner (CFP)
HESTALevel 20, 2 Lonsdale Street
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday