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Deon Paoliello

Legacy Private Wealth Pty Ltd

Gold
29 Yrs Experience
South Bunbury, WA 6230

Empowering clients in the south-Westof WA by creating and protecting their wealth. Looking after retirees, professionals and small business owners we look to put in place strategies to create retirement plans , protect wealth and ensure smooth succession within family run businesses

At a glance

  • Adviser status Gold
  • First year providing advice 1995
  • Years of experience 29
  • Highest qualification
    • Postgraduate Diploma of Financial Planning
  • Language spoken
    • English

Legacy Private Wealth Pty Ltd

7 Mindalong Cl
South Bunbury, WA 6230

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996