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Empowering individuals and families to achieve their financial aspirations through personalised wealth management strategies and dedicated guidance.
Matteo offers holistic wealth management designed to simplify your financial life by consolidating investment and administrative matters through a single point of contact. Gain peace of mind by partnering with a team that has a proven track record of guiding clients through diverse market cycles and protecting their wealth.
Authorisations
Financial advisers register - Moneysmart.gov.au
Matteo Valentini can advise on the following product areas:
- Financial Product Advice
- Deposit and Payment Products
- Deposit and Payment Products - Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes, including IDPS
- Securities
- Superannuation
Qualifications
- Graduate Diploma of Financial Planning, 2022
- Chartered Accountant, 2021