R & H Advice & Wealth Management PTY LTD – ABN 75 639 517 810
Qasim Syed is an Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735 AFSL 229892
As a Director and accomplished Financial Adviser with over 25 years of dedicated experience, I specialize in crafting personalized financial strategies that actively grow and protect your wealth. My expertise ensures sophisticated guidance for high-net-worth individuals managing complex investments, alongside clear, effective solutions for clients with more straightforward financial goals.
I excel in developing comprehensive financial plans, conducting insightful strategic reviews, expertly managing investment portfolios, and providing meticulous guidance on superannuation, retirement planning, income generation strategies, and estate planning. My commitment to your success is reflected in a proven track record and a loyal client base, built on consistently helping individuals achieve their most important lifelong financial ambitions.
My background as a Senior Financial Planner in Premier Banking at Commonwealth Financial Planning was distinguished by exceptional client engagement, where I successfully advised individuals from all walks of life. Key strengths I bring to your financial journey include expert advice on optimizing retirement income (through allocated pensions, defined benefit schemes, and non-superannuation income streams), navigating Centrelink strategies effectively, and structuring account transfers to beneficiaries in a way that can bypass the estate and potentially reduce tax on death benefits.
Your investment portfolio is meticulously constructed based on your individual risk profile, investment preferences, and the specific goals you have for both the short and long term. I proactively tailor and manage your portfolio in anticipation of, and in response to, evolving economic and market dynamics, both domestically and internationally. Through consistent, scheduled reviews, we ensure your portfolio remains optimally allocated and precisely aligned with your evolving investment preferences and financial objectives, giving you ongoing confidence.
Professional Memberships
I am a member of the Financial Advice Association (FAAA) and abide by their code of professional conduct and ethics.
I am a certified Advice Practitioner. Click to view
