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Lucas Smithers

 Lucas Smithers

Share profile:
380-382 Canterbury Road
Surrey Hills
VIC
3127
AU

Overview CONTACT THE ADVISER

Lucas Smithers Lucas Smithers

total Reviews

6

Experience

10yrs

Status

Silver

Overall Adviser Rating

71

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

RSM Financial Pty Ltd
RSM Financial Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Capstone
Capstone
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Loan ProductsLoan Products
Eco Friendly InvestmentsEco Friendly Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $1850
  • Ongoing Advice starting from $1450

My company only charges when clearly articulated benefits can be shown to of our advice financially and

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 6 total)See all

"POSITIVE OUTLOOK TO RETIREMENT IN GOING FORWARD WITH INVESTMENTS PUT TO US AT THIS TIME IN OUR SMSF HE DID ALL OF THE SMSF SET UP WHICH WAS OUTSTANDING TO BOTH ME AND MY WIFE"

BRAD, 56-65 14 Aug 2018

"Very knowledgeable, has an easy way of explaining the more complex parts of what he's doing and how he's doing it. Always has an answer for any question i ask him. "

Lachlan, Under 35 10 Aug 2018

"I was referred to Lucas services by a close friend and have been very satisfied with the quality of his professional advice. He has listened to my needs and prepared a portfolio investment strategy that has performed excellently. "

Phillip, 56-65 9 Aug 2018

History & Qualifications CONTACT THE ADVISER

My membership

No membership found

Awards
  • No award found
Years of experience
  • 10 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

380-382 Canterbury Road, Surrey Hills
VIC 3127 Australia

Office hours

Monday:   9AM to 6PM
Tuesday:   9AM to 6PM
Wednesday:   9AM to 6PM
Thursday:   9AM to 6PM
Friday:   9AM to 6PM

Other address

380-382 Canterbury Road, SURREY HILLS
VIC 3127 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 6 Total Reviews
BRAD, 56-6514 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"POSITIVE OUTLOOK TO RETIREMENT IN GOING FORWARD WITH INVESTMENTS PUT TO US AT THIS TIME IN OUR SMSF HE DID ALL OF THE SMSF SET UP WHICH WAS OUTSTANDING TO BOTH ME AND MY WIFE"

Lachlan, Under 3510 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very knowledgeable, has an easy way of explaining the more complex parts of what he's doing and how he's doing it. Always has an answer for any question i ask him. "

Phillip, 56-6509 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was referred to Lucas services by a close friend and have been very satisfied with the quality of his professional advice. He has listened to my needs and prepared a portfolio investment strategy that has performed excellently. "

June , 65+08 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Highly recmmend Lucas as a Financial Advisor - very competent and professional with excellent skills in financial planning and management"

NEIL, 56-6508 Aug 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Prior to meeting with Lucas Smithers of the RSM Group, we knew we needed to focus on securing our financial future, however we were unsure of how best to navigate the complex world of superannunation and investment planning. Lucas's professional and personable approach to providing our advice made the difficult decision making process in relation to our financial planning much more comfortable for us both. We highly recommend Lucas."

steve, 56-6508 Aug 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I found Lucas to be most helpful and informative. In the pass year since getting sick I do not know how we could have managed without Lucas’s help. I have so much to thank him for. Lucas is a fantastic adviser and really knows he stuff and all his advice have given us nothing but a positive outcome. I would highly recommend his services"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
5
Customers

#1
Preparing For Retirement
STRENGTH
5
Customers

#2
Insurance Protection
STRENGTH
4
Customers

#2
Savings Investment
STRENGTH
4
Customers

#2
Self Managed Super Funds
STRENGTH
4
Customers

#3
Estate Planning
STRENGTH
2
Customers

#3
Household Budgeting
STRENGTH
2
Customers

#3
Managing Debt
STRENGTH
2
Customers

#3
Tax Effective Strategies
STRENGTH
2
Customers

#4
Aged Care
STRENGTH
1
Customers

#4
Margin Lending Geared Investments
STRENGTH
1
Customers

#4
Socially Responsible Investments
STRENGTH
1
Customers

x

Overall rating

71%

Lucas Smithers

Company: RSM Financial Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Lucas Smithers is a member of and in what capacity, the licensee or company of Lucas Smithers and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Lucas Smithers (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%