David Jacometti ADFS (FP) AFA SSA
| Company | MiQ Private Wealth |
|---|---|
| Title | Principal |
| Profession | Financial Planner |
| Address | 50-56 Sanders Street UPPER MOUNT GRAVATT QLD 4122 |
| [email protected] | |
| Phone | 03 8664 0131 |
Summary
Why David Jacometti?I believe in my clients.
My purpose is to understand what's important to you and your family, develop your long term planning for a wealthier and more fulfilled life, and adapt to changes along the way.
How do I work?
• An initial meeting is held to understand what is important to you and your family, and how I can help you
• We explore options, researching how personal advice can get you to where you want to be
• Implement that advice - helping you see how and when everything will happen
• Regularly Reconnecting. I give you confidence that your plan can change with you
I provide:
• Strategic Financial Planning & Review Services
• Superannuation and Self-Managed Super Funds (SMSF
)• Portfolio Management & Investment Advice
• Insurance & Protection Advice
• Retirement Planning
• Estate Planning