William Lucas smiling in a white business shirt and glasses, leaning against a heritage building doorframe

William Lucas

Associate | BCom, BBus, GradDipFP

The best parts of my job are seeing clients achieve things they never thought possible and giving them the confidence to know they're making the right financial choices.

When I'm not meeting with clients or number-crunching, I spend my spare time playing sports, going to the beach, or connecting with friends and family.

I give back to the community by supporting two charities close to my heart - World's Greatest Shave and Sleepout for Soul.

Something people don't know about me

I am a Weet-Bix fiend and eat multiple bowls for breakfast—it's my number one staple food.

Qualifications

  • Bachelor of Commerce

  • Bachelor of Business

  • Graduate Diploma of Financial Planning

Braeside Wealth supporting Leukaemia Foundation
Braeside Wealth supporting Sleepout for Soul

In the hot seat with Will

What does financial freedom mean to you?

Financial freedom is the ability to focus on happiness and make decisions without money getting in the way.

If you could have dinner with anyone dead or alive who would it be?

Robin Williams - Would love to hear his story, both the bad and the good.

What's your favourite quote?

"You must be the change you wish to see in the world." -Mahatma Gandhi

If you could live in any city in the world for a year, where would it be and why?

I visited Sorrento, Italy and loved the culture, food, and scenery. It’d be amazing to spend a year working near the water and immersing myself in the culture there.