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About Me

Advising since 2006, Lucas Barsby holds a Masters in Applied Finance, Graduate Diploma in Financial
Planning and a Bachelor of Economics and his education meets and exceeds the
competency requirements under ASIC’s Regulatory Guide RG 146 and Financial
Adviser Standards and Ethics Authority (FASEA).

Areas of Focus

  • Aged care
  • Employment changes
  • Estate planning
  • Government assistance
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd