Lucas Garside
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Lucas Garside is an ASIC-registered financial adviser based in Port Macquarie, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Lucas holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, an Accredited Aged Care Professional Program certification, and a Self Managed Superannuation Fund Adviser (Personal Advice) Course qualification. Demonstrating his commitment to ongoing professional development, Lucas will complete his Graduate Diploma of Financial Planning in 2025. He is also a Fellow member of FINSIA. Authorised to provide advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning, Lucas is well-equipped to assist you in securing your financial future. His authorisations cover Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Lucas today to arrange a consultation and discover how his expertise can benefit you.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What services does Lucas Garside offer?
Lucas specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He provides personalised advice tailored to your individual needs and goals.
What qualifications does Lucas have?
Lucas holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, an Accredited Aged Care Professional Program certification, and a Self Managed Superannuation Fund Adviser (Personal Advice) Course qualification. He is also a Fellow member of FINSIA and will complete his Graduate Diploma of Financial Planning in 2025.
How can Lucas help me with my retirement planning?
Lucas can assess your current financial situation, help you set retirement goals, and develop a strategy to achieve them. This may involve superannuation planning, investment advice, and strategies to maximise your retirement income.
What should I expect during my first meeting with Lucas?
During your initial consultation, Lucas will take the time to understand your financial situation, goals, and risk tolerance. He will then provide an overview of how he can help you and outline the next steps in the financial planning process.
Does Lucas provide advice on insurance?
Yes, Lucas can provide advice on various insurance products, including life insurance, income protection, and total and permanent disability insurance. He can help you determine the appropriate level of cover to protect yourself and your family.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.