Rami Elkassem

Life Plan Wealth Advisers

Silver
18 Yrs Experience
Liverpool, NSW 2170

Rami Elkassem is the Director and Principal Financial Advisor at Life Plan Wealth Advisors and has over 16 years' experience working in the Financial Planning profession.

Rami specialises in providing holistic financial advice in the areas of Superannuation and Retirement Planning, Tax and Investment Strategies, Personal Insurances, Social Security, Aged Care, and Self Managed Super Funds.

With a strong passion for the industry, Rami has completed a Master Degree of Financial Planning, and is a member of the Financial Planning Association and Tax Practitioners Board.

Rami's greatest reward comes from guiding clients along their journey to financial freedom, taking them from where they are today, to where they want to be tomorrow.

Rami Elkassem holds specialist accreditations in the areas of Aged Care, Self-Managed Superannuation Funds, and Defined Benefit Schemes.

Rami Elkassem is authorised to provide advice in the following areas:

  • Deposit and payment products
  • Government debentures, stocks and bonds
  • Life products
  • Managed investment schemes
  • Retirement Savings Accounts
  • Securities
  • Superannuation.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Life Plan Wealth Advisers

Level 2, 215 George St
Liverpool, NSW 2170

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232