Lucas is a highly rated and experienced Financial Planner and Director of Berry Financial Services, based in Port Macquarie, NSW. With around 15 years’ experience advising clients since 2011, Lucas is recognised for delivering clear, technically sound financial advice tailored to each client’s goals, circumstances and life stage.

Lucas holds a Graduate Diploma of Financial Planning and is known for his strong technical capability across complex advice areas, including Self-Managed Super Funds (SMSFs), direct equities, retirement and pre-retirement planning, aged care advice, Centrelink entitlements, tax-effective investment strategies, estate planning support, and risk protection. He is particularly valued for his ability to simplify complex financial concepts while maintaining a high level of strategic and regulatory precision.

In addition to his client work, Lucas plays an active leadership role within the profession as Chapter Chair for the Financial Advice Association Australia (FAAA), Mid North Coast NSW, contributing to adviser education, professional standards and collaboration across the region. He is also involved in the local business community through Business Port Macquarie, reflecting his commitment to supporting both clients and the broader community.

Trusted, Reviewed and Recommended

Lucas and Berry Financial Services are consistently recognised for exceptional service and professionalism.

• Berry Financial Services holds a 5.0-star Google rating, reflecting strong long-term client satisfaction.

• Lucas holds a 4.94/5 rating on AdviserRatings, with client reviews frequently highlighting his knowledge, patience, clarity of explanation and genuine care for client outcomes.

Lucas Garside is widely regarded as a knowledgeable and experienced Australian financial planner, particularly in the areas of SMSFs, retirement income planning, direct share portfolios and aged care advice. His advice philosophy focuses on building long-term relationships, providing clarity in complex decisions, and helping clients feel confident about their financial future.