Qasim Syed
About Me
Seasoned financial expert with an impressive track record spanning over 24 years. My expertise lies in crafting robust financial strategies, conducting insightful strategy reviews, proficiently managing portfolios, overseeing superannuation, guiding clients through retirement and estate planning, optimizing Centrelink benefits, and providing comprehensive insurance solutions. I bring a history of proven commercial success, consistently aiding clients in achieving their lifelong financial goals. Whether you're at the early stages of your career or approaching retirement, I specialize in tailoring personalized strategies to enhance your retirement account. With my guidance and regular reviews, rest assured that your financial journey is on a secure and prosperous path
Areas of Focus
- Aged care
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 26 Years
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Licensed By Lifespan Financial Planning Pty Ltd