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About Me

Rudy is a Strategic Financial Adviser with over fifteen years' experience in the financial services industry.Rudy is passionate about educating and assisting his clients towards their lifestyle and financial goals. He genuinely enjoys helping individuals, couples, and organisations map out and achieve success.Rudy specialises in providing bespoke financial solutions in the following areas:• Superannuation and Retirement Planning• Investment Planning and Wealth Creation Strategies• Asset Allocation and Portfolio Construction• Budgeting and Cash Flow Management• Debt Management• Risk Management• Tax Planning• Centrelink Planning

CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Unisuper Management Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®