About Us
We’re proud to call Port Macquarie home, where we provide a full range of financial planning services tailored to the needs of our local community and beyond.
As a boutique firm, we take pride in our small size as it allows us to offer a truly personalised experience to every client. By getting to know you and your unique financial situation, we can craft bespoke solutions that fit your life perfectly. Our mission is to empower you with the tools and guidance you need to plan, manage, and invest for a strong and resilient financial future.
Lucas Garside
Managing Director | Financial Planner
Lucas has been a financial adviser since 2011 and is passionate about helping clients achieve their unique financial goals through clear, strategic, and well-structured advice. He specialises in pre-retirement and retirement planning, superannuation and rollovers, Self-Managed Super Funds, wealth accumulation, direct shares, Centrelink entitlements, aged care advice, risk protection, and tax-effective investment strategies.
With strong expertise in complex financial modelling, tax planning, and estate planning, Lucas brings deep technical knowledge to every client engagement. He holds a Graduate Diploma of Financial Services and serves as Chapter Chair for Financial Advice Australia in the Mid North Coast NSW, where he actively contributes to the advancement of high-quality professional advice.
FAAA Chapter Chair – Mid North Coast
GradDip FP | AFP | JP
Angie Garside
Office Manager | Client Services
Angie is the friendly face who welcomes you through the door at Berry Financial Services, and the warm voice on the end of the phone when you call. As our Office Manager and administration superstar, she is truly the glue that keeps the business running smoothly.
Often the first point of contact for our clients, Angie plays a vital role in creating the positive, supportive experience that Berry Financial Services is known for. She manages the day-to-day operations of the office with exceptional organisation and care, ensuring our advisers can focus on delivering high-quality strategic advice.
Angie assists clients with enquiries, and ongoing service needs, always with patience, efficiency, and genuine warmth. Her attention to detail, strong client service focus, and calm professionalism help ensure every interaction is seamless and reassuring.
Behind the scenes and front of house, Angie is a key part of the Berry Financial Services team - supporting our clients, our advisers, and the smooth running of the business every single day.
Crystal
Financial Planning Assistant
Crystal joined Berry Financial Services in 2020 and has consistently excelled in customer service, bringing strong problem-solving skills and a genuine commitment to creating positive client experiences.
With a natural passion for helping people and a growing interest in financial planning, Crystal has taken the next exciting step in her career by commencing her Professional Year, working towards becoming a qualified financial adviser. She is actively advancing her knowledge through ongoing study while gaining hands-on experience within the business.
Crystal’s combination of proven client service expertise and developing technical knowledge in financial advice positions her as a promising professional within our team. She is deeply committed to supporting clients and making a meaningful, long-term impact by helping individuals and families navigate their financial journeys with confidence.
David
Technical and Strategy Support
David provides technical and strategic support to Berry Financial Services, working with the business on a contracting basis for over 10 years.
Operating largely in the background, David contributes strong technical knowledge, financial modelling expertise, and broad experience across the financial services industry to support the advice we deliver. His input assists our advisers in developing well-considered, structured, and technically sound strategies for clients.
David’s experience and specialist skill set provide an additional layer of support to our advice process, helping ensure quality and consistency while allowing our core team to remain focused on client relationships and outcomes.
