|Title||Senior Financial Adviser|
|Address||Level 28 North Tower 525 Collins Street MELBOURNE VIC 3000|
SummaryCommonwealth Private supports a holistic wealth management proposition through the collaborative approach undertaken, ensuring specialists from all relevant advice areas oversee the construction of a full service, fully integrated financial plan.
My role at Commonwealth Private is to provide high net worth clients with comprehensive strategic advice around building and protecting their wealth. Advice is prepared based on a deep understanding of each clients needs and aspirations, and then implemented and continually monitored to ensure that they remain on track.
Areas for potential advice include wealth accumulation, superannuation, SMSF, retirement planning, debt repayment, trusts, corporate structures, gearing, investment management, structured products, foreign exchange, risk management and derivatives.