Ryan Gillespie

Lucerne Investment Partners

Silver

14 Yrs Experience

Richmond, VIC 3121

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I create tailored portfolio solutions to meet the varied requirements of retail and sophisticated investors. With years of collaboration between fund managers, asset consultants, and investment committees, I design and tailor purpose-built investment portfolios. Accessing the skill sets of specialist managers in each asset class, I build and actively manage multi-asset, multi-manager portfolios with a defined strategy and objective.

Key areas of expertise include investment strategy and portfolio management, retirement planning, asset structuring, superannuation and tax strategies, SMSF and trust administration, and succession and estate planning.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Cashflow & Income
Complex Investments
Small Business Advice
Tax Strategies
Wills & Estates

Lucerne Investment Partners provide a quote for all advice requirements before any billable work is undertaken. All advice and associated fees are quoted with due consideration of the client’s individual needs.

4.75 March 2021

Ryan has always been able to explain things to us in a clear and concise manner, and we have every confidence with the advice given in respect of our retirement funding and investing.

5.00 March 2021

Ryan has given me advice and manages our SMSF. The advice has provided us with a high degree of flexibility and is allowing us to enjoy my retirement without me needing to have the financial expertise to achieve this myself. He is able to clearly explain everything I need to understand and has always been available whenever I have wanted to contact him.

5.00 March 2021

Always great to talk to and always very patient and clear in what he has today. A pleasure to have him working for us.

4.25 March 2021

Very available and knowledgable when I have needed advice.

5.00 March 2021

Ryan has always been readily ably to give advice and act on any related financial topic i would like to disguss and act on. He has a very steady and ballanced view relating to financial options

Adviser status Silver
Rating 4.80
Number of reviews 5
First year providing advice 2011
Years of experience 14
Highest qualifications
- Diploma of Financial Planning (1-8)
- Diploma of mortgage broking
Language spoken
- English