Ryan Gillespie

Lucerne Investment Partners

Silver

14 Yrs Experience

Richmond, VIC 3121

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Retirement planning specialist with a focus on cash flow management and capital longevity for self funded retirees, complimented by a team who are well versed in all aspects of financial planning and advice for retirees and those taking the final steps in preparation for a financially secure retirement.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Small Business Advice
Tax Strategies
Wills & Estates

Rocket Financial provide a fixed fee quote for all advice requirements prior to any billable work being commenced. Advice and respective charges will be quoted in consideration of client 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

Lucerne Investment Partners

Level 4, 45 Wangaratta St
Richmond, VIC 3121

9:00am – 3:00pm Friday
9:00am – 5:00pm Monday – Thursday

Lucerne Wealth Pty Ltd

AFSL 556125

Ryan Gillespie

Lucerne Investment Partners

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Lucerne Investment Partners

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Lucerne Wealth Pty Ltd