Rudy is a Strategic Financial Adviser with over 8 years' experience in the financial services industry.
Rudy is passionate about educating and assisting his clients, and genuinely enjoys helping individuals and couples map out and achieve their personal financial, and lifestyle goals.
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
- Not-for-Profit Investment Planning
- Budgeting and Cash Flow Management
- Debt Management
- Risk Management
- Tax Planning
- Centrelink Planning
Rudy is a Certified Financial Planner® and holds a Bachelor of Commerce (University of Western Australia) and an Advanced Diploma of Financial Services (Financial Planning).
Punctual, polite ,easy to talk to,never rush through an appointment. Rudy ensures every detail is explained in a way that is are easy to understand and follow, empowering us with more understanding, knowledge and peace of mind. It is not a one of process, it is a journey you take, and it has to be taken with someone you trust and have faith in .Rudy definately ticks all those boxes for us. Sandy and Barry Field Falcon 6210 WA
Rudy has guided us through our journey to retirement with a lot of advice and constant updates, he has shown a lot of patience with us to make sure we get things right with the best investments and planning to ensure we have a strong financial future.
I had a major matrimonial change in my life and needed good advice re my retirement fund. After spending 12 months trying to solve a couple of issues, without success, I meet Rudy. He made a note of my issues and it was not long before he contacted me with a very welcome solution to my problems.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2014
- Years of experience 9
- Certified Financial Planner (CFP)
Unisuper Management Pty LtdLevel 15, 140 St Georges Terrace
Perth, WA 6000
- 9:00am – 5:00pm Monday – Friday
Unisuper Management Pty Ltd