About rwm.
At the heart of what we do is helping our clients take the worry out of financial decision making so they can focus on their lives and the things that really matter to them.
By taking the worry out of what could be difficult, complex financial decisions, our advice aims to provide our clients greater peace of mind that they are on the right track. Our consultative approach is comprehensive and dynamic, designed to engage you at every stage in planning for your future.
Our main focus is to help you achieve financial independence so you can enjoy life. Find out how we can help you by contacting us today for a no-obligation consultation.
‘How you live tomorrow, depends on how you invest today’
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Who are we?
We are Lara and Darron Reid, directors of Reid Wealth Management Pty Ltd, a company that we established solely to be an Australian Financial Services Licence (AFSL) holder.
With over 40 years of combined experience in the financial planning industry, we felt that the only way we could provide the level of service to clients that they deserve was by owning and running our own AFSL.
Owning and running our own AFSL means that we are not under the influence or control of any external institutions or product providers, so we can base all of our decisions on what is best for our clients.
We take a personal approach with our clients, which means open discussions and communication with them to help them achieve their goals in life.
Lara Reid
The positions that Lara has held in her 25 years in the financial services industry are:
- Financial Adviser – providing holistic advice directly to clients
- Business Development Manager – providing sales and support services to financial advisers for product providers
- Senior Practice Development Manager – providing sales and support services to financial planners for their AFSL
- Senior Para-planner – leading a team that produced advice documents for financial planners.
Lara holds an MBA and a Graduate Certificate of Management (Deakin University), a Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER practitioner. Connect on LinkedIn.
Darron Reid
The positions that Darron has held in his 21 years in the financial services industry are:
- Financial Adviser – providing holistic advice directly to clients
- Compliance Manager – auditing the advice provided by financial advisers
- Technical Services Manager – providing technical support to financial planners
- Senior Para-planner – leading a team that produced advice documents for financial planners.
Darron holds a Diploma of Financial Planning and is a Financial Planner AFP practitioner.
We are confident that combined industry experience within AFSLs and financial planning firms give us the tools needed to run the AFSL so that we can look after our clients properly. Connect on LinkedIn.
