Remo Venditti

Inspired Money

Platinum
5 Yrs Experience
West Perth, WA 6005
I believe that when your life’s goals are out of reach, you have two choices, either adjust the steps you take to reach them or change your goals. As a Chartered Accountant who passionately pursuing a Certified Financial Planner designation as well as being a qualified Mortgage Consultant, I believe that I am in the best position to comprehensively and effectively assist you in achieving your goals, no matter how big or small. If you need guidance or advice in order to adjust the steps you need to take to turn your goals and dreams into a reality and live the life you have imagined, please feel free to contact me at remo@inspiredmoney.com.au. to arrange a consolation to assess your personal situation and devise a course of action.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 12
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Graduate Diploma - Chartered Accountant Program
  • Language spoken
    • English

Inspired Money

Level 1, 610 Murray St
West Perth, WA 6005

Opening hours

  • 1:00pm – 4:00pm Monday – Wednesday

Licensed by

Charter Financial Planning

AFSL 234665

4.80
12 Reviews
5
4
3
2
1
4.80
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"We have only been working with Remo a short time since he took over our portfolio from our previous adviser. Remo has worked with us to achieve our goals providing sound advice for our upcoming retirement. He has given us confidence that we are moving in the right direction."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"In the short time Rem and I have worked together, we have covered some great ground and have set up a clear path forward. I feel very comfortable knowing my future needs will be well taken care of, the support and advice from Rem and team is acknowledged and respected. Responses to my queries and requirements has been swift and clear, Thank you Rem."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Remo has been giving my husband and I advice in areas including insurance, super funds, cashflow and managing debt. Remo has always been able to explain things to us in a clear way. Through Remo's knowledge and experience, I feel very confident that the advice given was right for our needs."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Remo is friendly, professional and always helpful. His background in accounting and knowledge in financial planning allows him to guide and help us navigate the financial world to make smarter, personalised financial decisions. He's patiently helped us to answer the hard 'what if' and 'what then' financial questions. Thanks Remo!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Remo was extremely helpful in answering all our questions. He also made sure that we fully understood before continuing. We have complete confidence in his knowledge and ability and have recommended him to friends."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Remo was amazing at laying everything out for me in simple terms, giving me both an insight into current and future economic status that have made it easier for me to plans to achieve my financial goals."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Remo's advice and help have left me confident that i have the best superannuation for me. He explained eveything so that i could understand what he was doing with my super and why. He kept intouch with updates and advice. I now have more intrest in how my super is doing."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Remo is very professional and is by far the best adviser out there keep it up"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Remo provided comprehensive information to my husband and I regarding our finances and desire to retire at a younger age. His communication is always clear and concise, inviting clarification as required. Remo always replies to email and calls within a timely manner. We are extremely confident that with Remo's advice, we will achieve our financial goals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Remo assisted me with working through some issues relating to money from my past, he then skillfully guided me through the process of setting financial and life goals and then set me on track to achieve these goals by implementing relevant strategies. Remo has a lifelong commitment to learning, even though he is very technically competent and he uses this to constantly add extra value to his clients. I would feel comfortable in recommending my family or friends to Remo."

  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2014

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2011

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Mentor Education
Completed
2019

Graduate Diploma - Chartered Accountant Program

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ)
Completed
2016

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Chartered Accountant

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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