Lucas Smithers
Financial Adviser
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About
Lucas Smithers is an ASIC-registered financial adviser based in Hawthorn, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Lucas holds a Master of Financial Planning from Kaplan Professional (2016), along with a Graduate Certificate in Applied Finance (2012) and specialist qualifications in Margin Lending, Geared Investments, and Self Managed Superannuation Funds (all 2011). He continually updates his expertise, completing Ethics and Professionalism in Financial Advice through Kaplan Professional in 2019. As a member of the Financial Advice Association of Australia (FAAA), Lucas adheres to the highest ethical and professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also experienced in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Lucas offers expert guidance in the following key areas: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice If you're seeking a trusted financial advisor to help you navigate the complexities of wealth creation and protection, contact Lucas Smithers today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Lucas Smithers provide?
Lucas Smithers specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Lucas Smithers' qualifications?
Lucas Smithers holds a Master of Financial Planning, a Graduate Certificate in Applied Finance, and specialist qualifications in Margin Lending, Geared Investments, and Self Managed Superannuation Funds, all from Kaplan Professional. He also completed Ethics and Professionalism in Financial Advice through Kaplan Professional in 2019.
What is involved in the financial planning process with Lucas Smithers?
The financial planning process typically involves an initial consultation to understand your financial goals and current situation, followed by the development of a tailored financial plan. Lucas will then work with you to implement the plan and provide ongoing support and reviews.
How can Lucas Smithers help me with my retirement planning?
Lucas can help you develop a comprehensive retirement plan that considers your income needs, investment strategies, and superannuation options. He'll work with you to ensure you have a comfortable and secure retirement.
Is Lucas Smithers a member of any professional associations?
Yes, Lucas Smithers is a member of the Financial Advice Association of Australia (FAAA).
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