Joseph Miasi CFP®
About Me
Joseph Miasi is the principal financial planner at Ultimum Financial Services. Joseph commenced working in 2006 as a Paraplanner before moving into Financial Adviser role in 2009. In 2011 he started his own practice Ultimum Financial Services.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
-
Highest Level of Education Bachelor Degree
-
Years of Experience 16 Years
-
Licensed By Capstone Financial Planning Pty Ltd