Lucas Garside

Berry Financial Services

Silver
12 Yrs Experience
Port Macquarie, NSW 2444

Port Macquarie's Financial Experts

Everyone’s on a journey with their finances - and the team at Berry Financial Services are focused on getting you to where you want to go.

Using tried and tested methods, we work to ensure that your financial future is built on a solid foundation and that you’re well prepared for whatever life throws your way. No matter where you’re at on your financial journey, we’ve got your back.

At Berry Financial Services, we care for our clients in three main ways. Whether you’re hoping to grow your money, shield yourself from worst-case scenarios or set yourself up for a comfortable retirement, our team is here to help.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.97
  • Number of reviews 8
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Berry Financial Services

Suite 4, 109 William Street
Port Macquarie, NSW 2444

Opening hours

  • 8:30am – 5:00pm Monday – Thursday
  • 8:30am – 4:00pm Friday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256