Lucas Egan

Head of Advice

Brisbane

About

For more than 15 years, Lucas has held leadership roles across various facets of financial advice. He is deeply committed to fostering his team’s success in delivering outstanding client outcomes, upholding compliance standards, and advocating for the positive impact that financial planning can have on the lives of all Australians.

Lucas holds an Advanced Diploma of Financial Planning.

Lucas Egan

Head of Advice

About

Connect with Lucas

Connect with Lucas

“To realise that one can spend these years confidently, knowing that one’s funds are managed and monitored by a trusted organisation within a relationship that recognises and adjusts to my personal needs is so important.”

“I have no hesitation in recommending Nestworth to anyone who is looking to bring some security and balance to their financial situation or improve where they are at.”

“My advisers expertise has been so valuable in an area I clearly do not understand, and he takes great care and time to explain things in a way that I can understand.”

“We have been with the team for approximately 30 years, riding through some tough times on the back of other guidance. We now enjoy a fabulous relationship with Matthew and enter post-retirement planning with a great sense of confidence and optimism.”

“We have been with the team ever since the company started nearly 20 years ago and have enormous confidence in the service and advice provided to us over this period.”

“We have always found the service to be professional and undertaken with timeliness.”

“I would recommend this team to anyone looking for financial planning services.”

“The team have taken all of the financial stress off my shoulders and are always a pleasure to talk to.”

“The advice and strategy we received from them has been outstanding and not only that, we created a trust relationship throughout the years.”