About Me

Oswaldo has worked within the financial services industry for over a decade. In that time, he has worked for both boutique planning firms as well as one of Australia’s largest Financial Institutions, and has a wealth of experience that he is passionate about sharing with others.Oswaldo’s expertise centres around providing personalised strategic advice with regard to superannuation, investment and wealth management, portfolio construction, estate planning and retirement planning strategies. He is passionate about assisting professionals, executives, retirees and their families maximise their financial position. No matter their stage in life, he assists his clients to engage in their finances and take control of their financial future. He places a great deal of importance on educating clients and enabling them to understand what changes it will take to live the life that they desire. By navigating them through complex financial situations, he assists them in finding a clear direction and empowers them to make the right decisions for their individual situation.He believes that the first key to success is having clear goals. This means understanding not only the final outcome but also the individual steps along the way. This can also mean understanding that sometimes our true goals are different to the ideas we have about our future. Oswaldo prides himself on his ability to actively listen to his clients and assist them in identifying their own true goals as well as the means of achieving their objectives. Oswaldo holds a Bachelor of Business, an Advanced Diploma of Financial Planning and a Certified Financial Planner (CFP®) certification. In recent years, Oswaldo has been invited to speak at a number of Education Queensland leadership seminars about the benefits of financial planning services.