Joseph Virgona CFP®
About Me
I have been a financial planner for 23 years and for the last 18 years have been a director at Your Money Manager. We have our own Australian Financial Services Licence and believe in the move to fee-for-service and making our industry a true profession. We cater to a wide range of clients, from first home owners needing personal insurance and superannuation advice to wealth accumulators who need help with their cashflow and budgeting to retirees needing to ensure they will have a comfortable retirement. I place great emphasis on the goal planning aspect of financial advice and helping clients work towards their long term plans.
Areas of Focus
- Cashflow management
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 24 Years
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Licensed By Your Money Manager Pty Ltd