Brian Lucas

Proper Financial Advice

Platinum
33 Yrs Experience
Parkside, SA 5063
Winner International Money Management Award 2016 Winner AFA 2012 State Adviser of The Year (Excellence in Education) Finalist Value of Advice Award 2014 Australia’s Top 40 Wealth Professional Adviser 2012 MFPlan.CFP.DipFP.CPMgr.EO Masters degree in Financial planning, adviser to SA government, guest speaker at New Delhi University, Hong Kong University, Lecturer at AIBA, author of 4 books, regular commentator on radio, former president of the world entreprenuers organisation

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 1989
  • Years of experience 33
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Proper Financial Advice

Unit 3, 57-59 Unley Road
Parkside, SA 5063

Licensed by

Charter Financial Planning

AFSL 234665

4.90
4 Reviews
5
4
3
2
1
4.70
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"I'm over the moon with the service that Brian has provided......Brian Lucas, from Proper Financial Advice.........When only the best will do.....!!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very efficient and Reliable, would be happy to recommend his services to anybody"

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brian's knowledge is exceptional. Not only does he assist us with our company directors super requirements, he also assists many of our clients with their needs and we have received excellent feedback from them."

  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"very good planner, has helped all our family"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Master of Financial Planning

Level
9 - Masters Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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