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