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Saul Illesca

MUFG Retire360 Pty Limited

Gold
28 Yrs Experience
Brisbane City, QLD 4000

We are all on a life journey with curves, peaks and troughs, my approach has always been about respect and honour.

I don't judge circumstances as good or bad but I will analyse and use emotional intelligence and empathy to seek understanding before committing to a solution or strategy. I value education and transperency and delivering strategies to complex concepts in very simple byte size portions.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our initial consultation is at our expense, we use this time, approx 45 minutes to get to know one another and understand your circumstances.

We will outline areas we can assist and write a letter of engagement with fees associated with this service and expertise advice.

Once this has been signed, we will make further contact to finalise a strategy and delivery of a Statement of Advice.

At a glance

  • Adviser status Gold
  • First year providing advice 1997
  • Years of experience 28
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Spanish

MUFG Retire360 Pty Limited

Level 21, 10 Eagle St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

MUFG Retire360 Pty Limited

AFSL 258145