Lucas Barsby

Rockhopper Wealth

Platinum
16 Yrs Experience
Gawler, SA 5118

Lucas Barsby is a highly experienced and highly educated financial adviser, having worked as a planner since 2007, and in the industry since 2005.

Having worked through the Global Financial Crisis and other difficult periods in investment markets, Lucas specialises in simplifying complex financial matters and using plain English to provide advice that helps improve client finances and enjoys getting to know the interesting clients he works with as people, not numbers.

www.rockhopperwealth.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

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

No fees are charged without your prior consent, and I will make sure that they represent value for money in your case before we proceed to get any work done. The first initial chat is at my expense, and any additional work can be done on an hourly rate basis or a fixed fee agreed between us.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 26
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Rockhopper Wealth

Level 1, 89-91 Murray St
Gawler, SA 5118

Opening hours

  • 9:00am – 5:00pm Tuesday, Thursday
  • 9:00am – 5:30pm Monday, Wednesday
  • 9:00am – 5:00pm Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135