Adriano Donato CFP®
About Me
My mission is to help high achievers realise their potential while maintaining a balanced life. Clients typically fall into one of the following categories:- Business Owners or High Income Families earning more than $400,000pa; or- High Net Worth clients who have at least $4 million in accumulated assets (excluding the value of their family home).
I love helping people gain an insight into what’s truly important to them. Once I get to know each clients story and what they’re trying to achieve, I help them make smart decisions with their money so they can achieve their goals and objectives. I thrive on providing advice to families who are seeking a trusted adviser to help them grow and achieve some big things. I am known for my attention to detail at work and reliability, whilst outside of the office I benefit from a healthy routine. Each week I maintain a balanced lifestyle filled with family time, good food, social activities, playing sport like golf and running, attending sporting events, and taking the time out to reflect on life.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 12 Years
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Licensed By Roskow Independent Advisory Pty Ltd