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
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 1
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Life Plan Wealth Advisers
Level 2, 215 George StLiverpool, NSW 2170
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232