We Offer A Mobile
Financial
Planning Service
We Offer A Mobile
Financial
Planning Service
ABOUT US
RSM Financial was formed in 2016, but its history extends a lot further! RSM Financial Pty Ltd is the result of four established business minds coming together with the sole desire to think differently, act independently and provide valuable and lasting advice!
Our Philosophy
RSM Financial was formed in 2016, but its history extends a lot further! RSM Financial Pty Ltd is the result of four established business minds coming together with the sole desire to think differently, act independently and provide valuable and lasting advice!
ABOUT US
RSM Financial was formed in 2016, but its history extends a lot further! RSM Financial Pty Ltd is the result of four established business minds coming together with the sole desire to think differently, act independently and provide valuable and lasting advice!
Our Philosophy
RSM Financial was formed in 2016, but its history extends a lot further! RSM Financial Pty Ltd is the result of four established business minds coming together with the sole desire to think differently, act independently and provide valuable and lasting advice!
Lucas Smithers
Lucas continually strives to develop his knowledge and skills in life and the finance industry as evident through his qualifications. This love of knowledge is key in helping both Lucas’ clients and staff to progress their knowledge and is the corner stone in driving the company’s policy to constantly improve the service and education offering provided by RSM Financial Pty Ltd.
Greg Young
Originally from Perth, Greg moved to Melbourne in 1990 with his then employer, Zurich Insurance taking up a role in Business Development. In the 30 years that Greg has been involved in the Insurance Industry, Business Development has remained he key focus and today he is Head of Marketing & Development within RSM having joined the business in 2001.
In addition to his role in development, Greg and his team manage the needs of a very mature client portfolio placing a high emphasis of client engagement, education and risk management.
Tomas Richards
Tom commenced his career in the general insurance industry in 2013 as an account manager at RSM, where he remains to this day. Over time, Tom has steadily built close relationships with business owners from a myriad of industries, and acts as his clients’ general insurance broker.
A lot of Tom’s clients need to purchase property/assets under finance for their business, and it is vital that they are well-informed of the most economical ways to do this. RSM Financial carries the expertise to assist in this area, along with other fields of their expertise such as life insurance and superannuation advice.
Steven Richards
Steve completed his Bachelor of Commerce at Deakin with Majors in Commercial Law and Management back in 2013 and has been working in the insurance industry ever since. Starting out in Suncorp, Steve has been an Account Manager at RSM since the beginning of 2015 and prides himself on educating his client’s so that they can understand their risk and effectively manage it.
Jeremy Douglas
With over a 15 years of financial experience I am fiercely committed to guiding young professionals, tradies and business owners to identify what their financial and aspirational goals are to build a holistic and personalised roadmap on how to achieve them.
Holistic financial planning not only considers how to build wealth but also how to manage expenses, protect your family, lifestyle and assets, how to plan your income for now and in retirement and to determine how to pass your wealth onto the next generation. All in a tax-effective manner.
In a nutshell, I give my clients all the advice, coaching, accountability and leadership they need to get rid of any money problems they might have and achieve the things that really matter to them.
Mathew Riddell
Mathew has 14 years’ of experience in the finance industry, previously spending over 7 years with a big 4 bank. This coupled with the continuation of further study has provided Mathew with a vast knowledge of financial planning and retail banking.
After his time spent in banking he took the opportunity to become a financial adviser where he could provide a higher level of care for his clients and assist them with achieving their personal and financial goals.
Mathew now assists RSM client with their mortgage lending needs and enquiries.
Mathew enjoys sports, travelling and spending time with friends and family
Kenny Huynh
Kenny has been working in the finance for the past 4 and a half years assisting advisors with preparing Statement of Advice documents, financial modelling and projections. Kenny holds a Bachelor of Business from Monash University and a Diploma of Financial Planning from Kaplan. He has extensive knowledge in superannuation, investments and transition to retirement.
Debbie Doyle
Debbie has over 32 years’ experience working in the financial planning industry. Debbie multitasks effectively and is able to handle a high-volume workload. Her ability to engage and solve customers’ issues is unparalleled.
Our Building Blocks To Advice
Budget & Cashflow Management
Wealth
Protection
Wealth
Creation
Retirement
Planning
Financial Advice in an App!
Your personalised advice is delivered through our highly secure mobile app so that you can visualise all your finances in one place. The ability to track your progress and provide our team with live financial information has never been easier!
Financial Advice in an App!
