Christine Lusher

Serendipity Wealth Advisors Pty Ltd

Gold
19 Yrs Experience
Newcastle West, NSW 2302
My role is to maximise the chances of you achieving your financial goals through expert financial advice and practical strategies. I act as a professional guide for your financial decisions to provide you with peace of mind. We believe you will get better results by teaming with a professional adviser. Don't have any clear goals? I will work with you to define some!  My aim is to build long-term partnerships with my clients and assist them to build, protect and manage their wealth and lifestyle. What I do best: I provide advice on and manage clients superannuation so they can spend their time on what they do best. I want my clients to enjoy their retirement with the knowledge and peace of mind that their funds are being expertly managed. Christine has been a practising financial planner since 2003 and is a Certified Financial Planner.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • 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

As a Certified Financial Planner and FPA member, Christine Lusher abides by rules that requires Financial Advisers to explain fees and charges in a clear and transparent way. Our first consultation is free of charge and it is a way for us to get to know each other and what services you require. At the end of this meeting we will provide you with a clear quote on our fees and charges, tailored to your requirements. Further information on our fees and charges can be found in our Financial Services Guide.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 11
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Serendipity Wealth Advisors Pty Ltd

144 Parry St
Newcastle West, NSW 2302

Opening hours

  • 8:00am – 6:00pm Thursday – Friday
  • 9:00am – 3:00pm Tuesday – Wednesday
  • 9:00am – 6:00pm Monday

Licensed by

Count Financial Limited

AFSL 227232

4.85
11 Reviews
5
4
3
2
1
4.75
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 11

Sort by

4.75

"I m confident that Christines advice is reliable and in my best interests. Information is easy to understand and tailored to my expectations of returns"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Christine Lusher profile photo

Christine Lusher responded on August 2020

"Thank you taking the time for writing a review. I have enjoyed working with you over the years! :)"

4.50

"From the very beginning of my professional relationship with Christine I found her knowledgeable and competent I always had lots of questions for her and she was always able to provide the answers in a comprehensible way. I found Christine very approachable and have never hesitated in contacting her when I have been concerned about any aspect is my investments She has always been very reassuring I would not hesitate to recommend Christine"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Christine Lusher profile photo

Christine Lusher responded on August 2020

"Thank you for taking the time to write this review. Your review is much appreciated. I have enjoyed working with you over the past few years."

5.00

"I met Christine through a business networking event. I found her approach to be informative and to the point, with my best interests taken in to consideration rather than some sort of sales pitch. My superannuation has grown more than previously, since Lusher Financial have been managing it. I highly recommend Christine to anybody looking for an adviser who will create the best financial plan for your needs."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Christine Lusher profile photo

Christine Lusher responded on June 2020

"Thanks for the review John. Its been great working with you over the years! :)"

5.00

"Christine has always been very accessible and has given timely investment and Insurance and superannuation advice"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Christine Lusher profile photo

Christine Lusher responded on June 2020

"Thanks for the 5* review Anthony - much appreciated!"

5.00

"Professional Service and clear and concise advice."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Christine Lusher profile photo

Christine Lusher responded on July 2019

"Thanks for taking the time to provide me a 5/5 review Sue! Its great working with you, speak to you soon!"

4.75

"I had to draw down some money from Super, Christine spoke with me regards the best way of maximizing my super and best way to draw down the required fund. Christine spent time to discuss my needs, now and into the future. I was very happy with out come."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Christine Lusher profile photo

Christine Lusher responded on July 2019

"Appreciate you taking the time to write a review Paul. Its a pleasure to work with you."

4.50

"Lusher financial solutions offer a vast range of services backed up by exceptional staff support."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Christine Lusher profile photo

Christine Lusher responded on May 2018

"Thanks for taking the time to leave us a review Wade. Pleasure working with you. Much appreciated."

5.00

"I am so grateful to have Christine as our financial adviser. She took the worry out of my preparation to retirement and continues to look out for our investments and superannuation. Her advice is measured and easily understood. Christine always follow through with our questions and annual visits. I would highly recommend Lusher Financial Services as an excellent adviser."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Christine Lusher profile photo

Christine Lusher responded on March 2018

"Thank you very much for the review Dez. It is always a pleasure working with you."

5.00

"We would confidently recommend Lusher Financial to our family and friends, thanks to Christine's approachable and accommodating manner. Christine presented us with a financially sound and beneficial strategy to maximise our goals and improve our financial investments. In conclusion, we found Lusher Financial to be very professional, efficient and more than capable of handling our Super investments and look forward to a favourable and profitable future. Kindest regards Kevin and Jill 2287"

  • Superannuation
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Christine Lusher profile photo

Christine Lusher responded on February 2018

"Thank you for taking the time to write a review Kevin and Jill. It has been great getting to know you both. I look forward to continuing to work with you."

5.00

"Christine is excellent to work with, her customer service, knowledge and attention to detail is amazing and I can't recommend her highly enough."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Christine Lusher profile photo

Christine Lusher responded on July 2017

"Hi Ross, Thank you for taking the time to leave me such a positive review. It has been a pleasure to work with you to achieve your financial goals. Thanks again for choosing me as your Financial Planner."

Showing reviews 1—10 of 11

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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