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Lasadi Felsinger

Wilson Pateras Wealth Management Pty Ltd

Silver
9 Yrs Experience
Richmond, VIC 3121

QUALIFICATIONS & MEMBERSHIPS: 

Bachelor of Commerce- Financial Planning

Diploma of Accounting

Diploma of Financial Planning

Member of the Financial Planning Association of Australia (FPA)

Authorised representative number:1237903

Credit representative number: 499184

I am an authorised representative of Hillross Financial Services.

I specialise in holistic strategic advice as listed below:

  • Saving and planning in taking the first steps towards building financial security including savings plan, tax planning & investment strategies, borrow to invest & insurance
  • Wealth creation including accumulation, superannuation, tax planning & investments
  • Wealth protection including risk management, insurance, debt management & estate planning
  • Retirement planning including wealth preservation, superannuation, investment, Centrelink, aged care & estate planning

For further information, please refer to our Financial Services and Credit Guide.

Should you require advice and services outside my authorisation, I will refer to an appropriate representative within our organisation.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Wilson Pateras Wealth Management Pty Ltd

Level 1, 678 Victoria St
Richmond, VIC 3121

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Wpfp Group Pty Ltd

AFSL 526282