Qasim Syed

R & H Advice and Wealth Management

Bronze
24 Yrs Experience
South Morang, VIC 3752

Highly experienced financial planner with over 15 years plus in experience. My areas of speciality include financial strategy development, strategy reviews, portfolio management, superannuation management, retirement and estate planning, Centrelink, and insurance as well. I have a proven track record of commercial success, with a strong history of helping clients to meet their lifetime goals. I can construct strategies to booster your retirement account whether you’re a long way from retirement or closer to retirement. My advise will be tailored to your needs and with regular reviews I will make sure that you are on track

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • 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 5.00
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 24
  • Highest qualification
    • Bachelor of Arts (Economics)
  • Language spoken
    • English

R & H Advice and Wealth Management

30 Steels Pl
South Morang, VIC 3752

Opening hours

  • 8:30am – 6:00pm Monday – Saturday

Meeting methods

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

Licensed by

Lifespan Financial Planning

AFSL 229892