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Personalised Financial Guidance Focused on Wealth Growth, Protection, and Stress-Free Planning Solutions
Gennaro is dedicated to helping clients achieve their financial goals while removing the burden of managing complex financial affairs. He offers a comprehensive range of services, including superannuation advice, retirement planning, investment strategies, debt management, wealth protection, and succession and estate planning. As a licensed tax (financial) adviser, Gennaro collaborates closely with accountants and other professionals to ensure optimal outcomes for his clients.
His approach is highly personalised and tailored at every stage. By limiting the number of ongoing advice clients he works with, Gennaro ensures each client receives focused attention and the highest level of service.
Authorisations
Gennaro can advise on the following product areas:
- Deposit and Payment Products, including Non-basic Deposit Products
- Government Debentures, Stocks, or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation & Retirement Planning Advice
- Self-Managed Super Fund Advice
- Estate & Succession Planning
- Margin Lending Facility
Gennaro is accredited to provide tax (financial) service advice
Qualifications
- Bachelor of Economics, University of Adelaide, 2007
- Graduate Certificate of Business Administration, University of South Australia, 2010
- Advanced Diploma of Financial Services, Kaplan, 2013
- Certified Financial Planner, Financial Planning Association of Australia, 2016
- SMSF Specialist Advisor Course, SMSF Association, 2018
- Financial Adviser Exam, 2019
- Ethics and Professionalism in Financial Advice, KAPLAN, 2019