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Lara Reid

Financial Adviser

Reid Wealth Management Pty Ltd
Millswood, SA 5034

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About

Lara Reid is an ASIC-registered financial adviser based in Millswood, SA, dedicated to providing personalised and comprehensive financial solutions to her clients. With a career spanning over two decades, Lara holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2002), a certification in Self Managed Superannuation Funds from Financial Essentials (2007), and a further Diploma of Financial Planning from the International Institute of Technology (2017). These qualifications, coupled with her memberships with the Financial Advice Association of Australia (FAAA) and the Financial Planning Association (FPA) as a Certified Financial Planner, demonstrate her commitment to maintaining the highest standards of professionalism and expertise. Lara is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management solutions. Her expertise also extends to retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. This broad authorisation allows her to cater to diverse financial needs and goals. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for your retirement, seeking to grow your wealth, or needing guidance on insurance, Lara can provide tailored strategies to help you achieve your financial objectives. Contact Lara today to arrange a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning strategies Superannuation optimisation Wealth accumulation Risk management and insurance Investment portfolio construction

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000520048

Verify on ASIC Register

Authorised Representative Number

000313347

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Lara Reid offer?

Lara Reid specialises in superannuation advice, insurance, wealth management, retirement planning, and investment strategies. She can provide advice on a range of financial products including investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What qualifications does Lara Reid have?

Lara holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2002), a certification in Self Managed Superannuation Funds from Financial Essentials (2007), and a further Diploma of Financial Planning from the International Institute of Technology (2017).

How does Lara Reid approach financial planning?

Lara takes a personalised approach to financial planning, focusing on understanding each client's unique circumstances, goals, and risk tolerance. She then develops tailored strategies to help them achieve their financial objectives.

What can I expect during my first consultation with Lara?

During your initial consultation with Lara, you can expect to discuss your current financial situation, your future goals, and any concerns you may have. Lara will use this information to create a preliminary financial plan tailored to your needs.

Is Lara Reid a member of any professional associations?

Yes, Lara is a member of the Financial Advice Association of Australia (FAAA) and the Financial Planning Association (FPA) as a Certified Financial Planner, reflecting her commitment to upholding high professional standards.

Get in Touch

Contact Lara directly for personalised advice.

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.