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HomeAugust 2014 Issue 96

RSM Bird Cameron Financial Services

Specialists in personal, business and corporate financial planning services

We believe financial planning is not only about the quality of advice, but more importantly it’s about a trusting relationship and the reliability of the people helping you to manage your wealth.

The difference at RSM Bird Cameron Financial Services (RSM BCFS) is that we take the time to understand you and your unique story. We don’t start talking about what you have until we know who you are.

Financial planning is a whole of life experience which requires us to understand your circumstances, needs and objectives before working with you to design your financial roadmap. Life can pr esent both challenges and opportunities to you. Together we can build contingencies into your financial plan for those unexpected events and establish provisions to make the most of opportunities as they arise.

RSM BCFS provides you with a personalised and professional service from a team of highly qualified and skilled people. Our number one priority is the provision of financial strategies tailored to help achieve your goals.

Our business and our reputation is built on both personalised client relationships and our professional delivery of responsible financial services to clients across Australia. Individuals, small-to- medium enterprises and large institutions have entrusted us with their financial well-being for over 90 years.

Being fully owned by RSM Bird Cameron, one of Australia’s biggest accountingand business management firms, we have no affiliations with any financial product suppliers

Our vision

‘In today’s competitive environment, business and client relationships are founded upon professionalism, integrity and exceptional service,’ says Lindsay Walker,Senior Manager Financial Services in the Canberra office.

‘These are the principles upon which RSM BCFS is founded. At all times in our dealings with clients, our advisers aim to be professional, honest, fair, and to provide excellence in service,’ he said.

‘At RSM Bird Cameron, our clients enjoy the benefits of utilising a well-resourced local firm while also being able to tap into our specialist knowledge bank nationally,’ says Nathan Porter, also a Financial Planner at RSMBCFS. A number of our clients have expressed that they have found RSM Bird Cameron to be more accessible, flexible and affordable than many of our competitors.’

‘Furthermore our one-firm structure enables us to focus on our client’s broader relationships and we can readily connect clients to our national and international expertise, networks and senior advisers,’ saysLindsay.

Lindsay Walker CFP® B Ec(Hons) DipFP

Lindsay is a CERTIFIED FINANCIAL PLANNER®professional with over 25 years experience in the financial services industry. He has extensive experience in advising retirees, wealth accumulators and small business clients. Lindsay also delivers specialist advice to public servants facing redundancy on how to maximise their CSS and PSS benefits.

Nathan Porter B Bus(Acc) Master of Finance, DipFP

Nathan is a Financial Planner with over 5 years experience in the financial services industry. He has recently moved to Canberra from Melbourne where he worked for industry leading firms and delivered tailored investment solutions to corporate and personal clients. Nathan provides a comprehensive management service to all his clients.

Victor Dao, Para Planner B Com (Acc & Fin)

Victor has over 4 years experience in the financial services industry working with some of the largest advisory and wealth management firms in Australia. He assists the advisers in developing optimal strategies to ensure clients receive the best possible advice.

Whether you are just starting out, or have more complex circumstances requiring sophisticated planning services, our team can provide personal financial advice, tailored to you to achieve the desired result.

We build the foundation of your financial future through strategic financial planning and investment advice.

For further information, please contact us: RSM Bird Cameron Financial Services Pty Ltd Level 1, 103-105 Northbourne Avenue, Canberra ACT 2601
T (02) 6217 0300 E [email protected]

www.rsmi.com.au/canberra

Thorough research and professional advice creates the strong foundation needed for your financial security.

With RSM Bird Cameron Financial Services you really are… Connected for Success

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