Your Financial Planner
Financial Planning Expertise
Lucas has been a financial adviser for 9 years. He enjoys working with clients to tailor individualised plans, helping them to achieve their financial goals.
Lucas specialises in giving advice to individuals and families in the following areas:
- Pre-retirement Planning
- Superannuation and Rollovers
- Wealth Accumulation
- Cash Flow Management
- Retirement Planning
- Centrelink Entitlements
- Tax Effective Investment Strategies
- Risk Protection
- Diploma of Financial Services
- Advanced Diploma of Financial Services
- Financial Planning Association AFP (Chapter Chair, Mid North Coast NSW)
Financial Planning Assistant
Rod has been involved in financial and customer services for many years and is extending his knowledge though study to become a qualified financial planner.
He and his beautiful wife, have two young and energetic daughters who love living the coastal life in Port Macquarie.
Rod joined the Berry Financial Services team in August 2019 and is a member of the Financial Planning Association.
You’ll find Angie at our front desk, greeting you with a smile as you walk through the door or a cheerful voice on the other end of the phone.
She is pleased to help our clients with withdrawals, term deposits and any general enquiries you may have.
Angie also looks after the administration end of Berry Financial Services and ensures our office runs smoothly from day to day.