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 4.95
  • 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