RSM started in 1922 as a husband-and-wife team selling bookkeeping systems.
100+ YEARS IN AUSTRALIA: RSM started in 1922 as a husband-and-wife team selling bookkeeping systems.
LOCAL CANBERRA OFFICE:
LOCAL CANBERRA OFFICE: We have 30+ offices around Australia, including one Canberra-based advisory firm and many more locations serviced remotely.
CLIENT CHOICE WINNER:                 RSM have been named the Best Accounting Firm at the Client Choice Awards for the last 6 years.
CLIENT CHOICE WINNER: RSM have been named the Best Accounting Firm at the Client Choice Awards for the last 6 years.

 Are you looking for a  
  Financial Adviser in Canberra?  

From setting up your portfolio, protecting your family against financial loss or planning your ideal retirement, our Financial Planners in Canberra can devise practical solutions to help you achieve your goals.

Our local team of Financial Planners offer a whole range of financial planning services, from super consolidation, advising on life insurance decisions, retirement planning and estate planning to setting up investment portfolios and making sure you and your assets are well-protected.

You’ve worked hard your whole life, you should be able to experience your ideal retirement.

RSM CAN ASSIST:

Investment advice:
Tailored strategies to grow your wealth.

Retirement Planning
Secure a comfortable retirement with expert guidance.
Superannuation Advice
Maximise your superannuation benefits.
Wealth Management
Comprehensive services to protect and enhance your assets.
Estate Planning
Ensure your estate is managed according to your wishes.
Tax Planning
Optimise your tax strategy to retain more of your earnings.
Insurance Advice
Protect yourself and your assets with the right insurance.

OUR SERVICES.

    WHAT WE OFFER:  

 

At RSM, we pride ourselves on being your trusted advisors. 

We understand that every client has unique needs, so we tailor our services to meet your specific requirements. Whether you need a customised investment plan, comprehensive insurance solutions, or a strategic retirement plan, we are dedicated to providing personalised support to help you achieve your financial goals.

Investment advice

 We help you develop investment priorities and goals matched against a realistic timeframe to ensure your get the maximum possible benefit from your earned income and accumulated wealth. 

Insurance

  Research has consistently shown that most Australians do not have sufficient wealth or insurance cover in place to protect themselves, their families or their business interests should disaster strike.

Intergenerational wealth transfer

Holding onto the vision you have of your financial future as well as your families can be a daunting task. This is where the experienced professionals from RSM Financial Services can make a real difference.

Superannuation Advice

No matter your age or life stage, your superannuation matters. With expert guidance from RSM, you’ll be surprised how the smallest of change can bring significant impacts to your total superannuation balance and bring you one step closer to the comfortable retirement you desire.

Retirement planning

Just as the ideal retirement balance is different for everyone, so too is the path to get there. It’s essential to engage an experienced Adviser who can help you work through the numbers and avoid the many traps and pitfalls.

The right advice for you

Whether you are looking for one-off advice or a comprehensive financial plan and an ongoing advice relationship, our highly qualified and experienced financial planners will keep your goals front of mind. This enables you to make confident and informed decisions for your financial future.

 Get in touch with a Canberra financial planner.  

 
You can reach us at (02) 6217 0300, or simply leave your details below, and we'll get back to you!

     Client Testimonials  

Don't just take it from us. Hear from some of our client's themselves.

 

Client Case Studies

    MEET OUR EXPERTS:  

Financial Advice is more than just strategies to optimise your assets before retirement.

Director - Canberra

Chris Oates

Chris is a Director in RSM's Financial Services Division and a Certified Financial Planner® with extensive experience in superannuation, managed investments, and retirement income streams. 

He excels in creating personalised financial strategies, particularly for public sector employees, and has a deep understanding of Commonwealth-defined benefit superannuation schemes. Chris values building long-lasting client relationships and simplifying financial complexities. His approach emphasises ethical and educational guidance, empowering clients to make informed financial decisions. 

With a diverse background and a passion for sports, Chris brings a well-rounded perspective to his role at RSM.

Financial Adviser - Canberra

Lindsay Walker

Lindsay Walker is a Certified Financial Planner® with over 30 years of experience in the financial services industry.

Based in Canberra and Goulburn, Lindsay specialises in providing personalised financial advice on wealth accumulation, superannuation planning, self-managed super funds, defined benefit funds, retirement planning, aged care, risk management, estate planning, and investment advice. 

His broad technical knowledge enables him to deliver tailored solutions for individuals and businesses. Lindsay is a member of the Financial Planning Association of Australia and holds a Bachelor of Economics with Honours and a Diploma of Financial Planning.

Financial Adviser - Canberra

William Fernance

William Fernance is a Financial Planner in RSM's Financial Services Division with extensive experience in financial planning, wealth management, and superannuation.

He specialises in creating tailored financial strategies for individuals and businesses, helping them achieve their financial goals with confidence.

William's expertise lies in navigating complex financial landscapes, particularly regarding wealth management, superannuation, estate planning and Centrelink. He is dedicated to building lasting relationships with clients, ensuring they receive clear, strategic advice that empowers them to make informed financial decisions.

   FREQUENTLY ASKED QUESTIONS   

At RSM, we recommend taking a thorough approach to find a reliable financial planner. Start by researching and comparing planners online. Look for credentials and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst). Reading client reviews and testimonials can provide insight into their track record. Additionally, getting personal recommendations from friends or family can help identify trusted professionals. Our team at RSM includes highly qualified planners who meet these criteria and are ready to assist you.

Deciding whether to hire a financial advisor or manage your finances yourself depends on several factors. If you have a good understanding of financial principles, feel confident in making investment decisions, and have time to manage your finances, you might opt to do it yourself. However, if your finances are complex, you lack the necessary expertise, or you prefer professional guidance, hiring a financial advisor can be beneficial. At RSM, our advisors provide tailored advice and strategies to help you achieve your financial goals, ensuring you make informed decisions.

Finding a financial advisor with estate planning expertise involves looking for specific qualifications and experience. Advisors with certifications like CFP (Certified Financial Planner) often have training in estate planning. Additionally, look for those who are Estate Planning Specialists. At RSM, our team includes advisors with extensive experience in estate planning, ensuring that your assets are managed and distributed according to your wishes. We are dedicated to providing comprehensive estate planning services to protect your legacy.

Effective retirement planning involves several key strategies. Start by saving early to take advantage of compound interest. Diversify your investment portfolio to spread risk and maximise returns. Maximize contributions to retirement accounts such as superannuation. Regularly review and adjust your retirement plan to stay on track with your goals. At RSM, our advisors offer personalized retirement planning services, helping you create a secure and comfortable retirement strategy. We provide guidance on investment choices, superannuation management, and long-term financial planning.

To find a certified financial planner, use reputable sources and networks. Start with professional associations like the Financial Advice Association Australia , which maintains directories of certified planners. Online directories and financial planning websites also list qualified professionals. Personal referrals from friends, family, or colleagues can lead to trusted advisors. At RSM, our certified financial planners are highly skilled and ready to assist you with comprehensive financial planning services.

Financial advisor charges in Australia can vary based on the services provided and the advisor’s fee structure. Common fee arrangements include flat fees, hourly rates, or a percentage of assets under management. It’s important to discuss and understand the fee structure before engaging an advisor. At RSM, we believe in transparency and provide clear, upfront information about our fees. Our goal is to offer high-quality financial advice that delivers value and meets your financial needs.

When choosing a financial planner, look for recognized certifications that demonstrate expertise and professionalism. Key certifications include:

  • Certified Financial Planner (CFP): Indicates comprehensive financial planning expertise.
  • Chartered Financial Analyst (CFA): Signifies strong investment management skills.
  • Relevant professional qualifications: Ensure your planner is well-versed in the specific areas you need assistance with. At RSM, our financial planners hold these and other relevant certifications, ensuring you receive knowledgeable and reliable advice.

RSM in Canberra provides specialised financial planning services for government workers and public sector employees, understanding the intricacies of Canberra’s high concentration of government roles. We help you optimise your unique superannuation schemes, pension benefits, and salary packaging options to create a comprehensive financial strategy that supports your long-term objectives.

This page has been prepared by RSM Financial Services Australia Pty Ltd ABN 22 009 176 354, AFS Licence No. 238282.
As everyone's circumstances are different and this article doesn't take into account your personal situation, it is important that you consider the above in light of your financial situation, needs and objectives, and seek financial advice before implementing a strategy. 

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