About Us

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

I serve as a seasoned director and highly accomplished financial adviser, boasting over 15 years of invaluable experience in delivering tailored and effective financial guidance aimed at cultivating and safeguarding client wealth. My expertise extends to navigating intricate investment structures for high-net-worth individuals, as well as addressing the financial needs of clients with more straightforward requirements.

Within my area of specialization, I excel in the development of financial strategies, conducting strategic reviews, proficiently managing portfolios, overseeing superannuation, and providing comprehensive guidance in retirement and estate planning, Centrelink considerations, and insurance solutions. I take pride in a proven track record of commercial success, consistently assisting clients in achieving their lifelong financial objectives.

In my prior role as Senior Financial Planner – Premier Banking at Commonwealth Financial Planning, I established a reputation for outstanding customer engagement, successfully catering to clients from diverse backgrounds with varying advisory needs. Some of my notable strengths include providing expert advice on pensions, income streams, and Centrelink strategies, skillfully constructing portfolios involving managed funds and stocks, implementing tax-efficient strategies aligned with your financial goals, and ensuring the protection of your income and assets. Additionally, I am well-versed in offering guidance on portfolio administrations and providing specialized advisory services.

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