Lucas has worked as a financial adviser for almost a decade, and is passionate about working with clients to tailor-make individualised plans. Above all, he’s there to guide his clients toward achieving their own unique financial goals. Lucas specialises in the following areas:
Qualifications
Professional Memberships
Rod has an extensive background in both financial and customer services, and is now expanding his skills to work toward becoming a qualified financial planner. He and his young family are Port Macquarie locals, and relish the beautiful coastal lifestyle that this community offers. Rod joined the team in August 2019, and is a member of the Financial Planning Association.
Angie is the first person you’re likely to see when you walk in the door at Berry Financial Services, greeting our people in person and over the phone, as well as handling administration and office management. She also assists our clients with term deposits, withdrawals and general enquiries.
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