Qasim Syed

R & H Advice and Wealth Management

25 Yrs Experience
South Morang, VIC 3752

Seasoned financial expert with an impressive track record spanning over 24 years. My expertise lies in crafting robust financial strategies, conducting insightful strategy reviews, proficiently managing portfolios, overseeing superannuation, guiding clients through retirement and estate planning, optimizing Centrelink benefits, and providing comprehensive insurance solutions. I bring a history of proven commercial success, consistently aiding clients in achieving their lifelong financial goals. Whether you're at the early stages of your career or approaching retirement, I specialize in tailoring personalized strategies to enhance your retirement account. With my guidance and regular reviews, rest assured that your financial journey is on a secure and prosperous path.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
My fees
Get in touch

First meeting is complimentary with no fee. Fee is based on the complexity of advice and will be agreed during the meeting

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.88
  • Number of reviews 2
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualification
    • Bachelor of Arts (Economics)
  • Language spoken
    • English

R & H Advice and Wealth Management

Suite 22, Level 1, 797 Plenty Rd
South Morang, VIC 3752

Opening hours

  • 8:30am – 6:00pm Monday – Saturday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892