Luis Arguello
About Me
I understand the difficulty with juggling many aspects of life like careers, time with family and loved ones, finances, and exploring passions and interests. I enjoy working with clients and small business owners to relieve the burden and stressors of managing finances, guiding them through uncertainty and the high and lows, so they can achieve their dreams and aspirations, while having peace of mind that their finances and financial futures are secured. Through my ongoing study and nearly a decade of financial planning experience, I have encountered people from all walks of life. I understand that managing finances and uncertainty can be uncomfortable, though with my experience, expertise and close-knit professional network, I can help you face the challenges and relieve the stressors and burdens, giving you confidence that your finances are in order, so you can focus on the important things in life to you.
Outside of work, I enjoy being active and outdoors. You will often find me exploring Redcliffe, Sandgate and the Glass House Mountains.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 7 Years
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Licensed By Dalton Financial Services Pty Ltd