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
Financial Planner
Lucas, a financial adviser since 2011, is passionate about helping clients achieve their unique financial goals. He specialises in pre-retirement planning, superannuation and rollovers, wealth accumulation, retirement planning, Centrelink entitlements, tax-effective investment strategies, and risk protection. With a Diploma and Advanced Diploma of Financial Services, Lucas is well-qualified and deeply committed to his profession. He also serves as Chapter Chair for the Financial Advice Australia in Mid North Coast NSW, where he continues to make a positive impact in the field.
Angie
Office Manager
Angie is the welcoming face of Berry Financial Services, greeting clients both in person and over the phone. In addition to handling administration and office management, she plays a key role in assisting clients with term deposits, withdrawals, and general inquiries. Angie’s friendly demeanor and efficient service ensure that every client feels valued and supported from the moment they walk through the door. Her dedication to providing exceptional service makes her an integral part of the Berry Financial Services team.
Crystal
Financial Planning Assistant
Crystal started with Berry in 2020, excelling in customer service with her strong problem-solving abilities and dedication to creating positive experiences. Her passion for helping others has driven her to pursue a career as a financial adviser, a goal she is actively working towards through her studies. Crystal's blend of customer service expertise and her growing knowledge in finance positions her as a promising professional. She is committed to making a lasting impact by guiding others in their financial journeys.
