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