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Proper Financial Advice

Financial Planning - Parkside (South Australia)
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Business Address: 3/57 Unley Road Parkside SA 5063

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Description
Financial planning by Master Financial planner Brian Lucas
Aged Care, retirement, superannuation, shares, property investments, insurances, SMSF, Centrelink advice, adviser to the State Government on small business,
Regular seminars on wealth creation. Professional speaker and regular radio commentator. Author of four best selling books

Brian has worked for several large organizations including Woolworths, Hungry Jacks, Pennywise and Bilo supermarkets, before starting several successful companies. He recently was President of the Entrepreneurs Organization and sold his share in the financial planning company Kensington Financial Services. He now runs two of the fastest growing small businesses in South Australia: Proper Financial Advice (Financial planning) and Proper Advice (Guaranteed success Business Coaching). He has given hundreds of speeches around the world on Entrepreneurialship and increasing profits. A regular guest commentator on Radio, Brian also is a leading charity fund raiser in South Australia.

He has written four best selling books on Management, increasing profits and financial planning. He is also a lecturer at the Australia Institute of Business Administration for their MBA course.

He is a graduate of the Hong Kong University Entrepreneur studies, has a Masters in Financial Planning, and is a Certified Financial Planner and competent Toastmaster.
Working closely with the State Government “Thinkers in Residence” program, Brian has advised the Premiers Department on small business.


Winner International Money Management Award 2016 Winner AFA 2012 State Adviser of The Year (Excellence in Education) Australia’s Top 40 Wealth Professional Adviser 2012 MFPlan.CFP.DipFP.CPMgr.EO

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Qualifications
  • Diploma Financial Planning
  • Masters of Financial planning

Business contacts: Brian Lucas

In business since: 1989

Number of staff: 2-10

Type of clients: Private, Sole trader, Partnership, Local company

Australian Business Number (ABN): 72319509044

Qualifications and certifications: Master Financial Planner

Business awards: 2016 International Money Management award

Trading times: 9-5 Monday to friday

Free no obligation initial meeting Parkside Financial Planning _small

Free no obligation initial meeting

Free no obligation initial meeting, we will discuss your goals and financial plans and outline how we can help you, our procedures and costs involved, so you can make an informed decision

Free no obligation initial meeting Parkside Financial Planning 2 _small
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