Lucas Smithers

RSM Financial Pty Ltd

Platinum
14 Yrs Experience
Surrey Hills, VIC 3127

Recent reviews

RSM Financial Pty Ltd

380-382 Canterbury Rd
Surrey Hills, VIC 3127

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 8
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

My company only charges when clearly articulated benefits can be shown to of our advice financially and

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.95
8 Reviews
5
4
3
2
1
4.90
Clear communication
5.00
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"We are so impressed at Lucas's pro-activeness, advice, action and follow up. Lucas has kept us in the loop with financial opportunities that has strengthened our financial position and future. We are already reaping the financial benefits of our engagement with Lucas and are in the process of furthering our commitment to him. We feel confident that we are in safe and good hands as Lucas has always been thorough and honest and we appreciate his candid approach. Whilst Lucas is professional he hasn't lost that human element in his service delivery. We HIGHLY recommend Lucas and we continue to do so in sharing our experience with our networks and friends. The only regret we have is that we wish we had of met you years ago. Thanks Lucas, we are extremely grateful for your advice, guidance and wisdom, you have changed our future and our dreams in ways we could never have imagined. Hats off too to Mathew who has been an amazing support and team member. Cheers - Stu"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"After the death of my husband, Lucas ensured my allocated pension was working for me. His advice was very reassuring and very well planned. My investment and retirement forecasts were explained in layman’s terms and I look forward to a long association with Lucas. I would not hesitate to recommend his financial services to any of my friends or colleagues."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"POSITIVE OUTLOOK TO RETIREMENT IN GOING FORWARD WITH INVESTMENTS PUT TO US AT THIS TIME IN OUR SMSF HE DID ALL OF THE SMSF SET UP WHICH WAS OUTSTANDING TO BOTH ME AND MY WIFE"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very knowledgeable, has an easy way of explaining the more complex parts of what he's doing and how he's doing it. Always has an answer for any question i ask him."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was referred to Lucas services by a close friend and have been very satisfied with the quality of his professional advice. He has listened to my needs and prepared a portfolio investment strategy that has performed excellently."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Highly recmmend Lucas as a Financial Advisor - very competent and professional with excellent skills in financial planning and management"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Prior to meeting with Lucas Smithers of the RSM Group, we knew we needed to focus on securing our financial future, however we were unsure of how best to navigate the complex world of superannunation and investment planning. Lucas's professional and personable approach to providing our advice made the difficult decision making process in relation to our financial planning much more comfortable for us both. We highly recommend Lucas."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Lucas to be most helpful and informative. In the pass year since getting sick I do not know how we could have managed without Lucas’s help. I have so much to thank him for. Lucas is a fantastic adviser and really knows he stuff and all his advice have given us nothing but a positive outcome. I would highly recommend his services"

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2016

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Graduate Certificate in Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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