Naldo Casanova

Count Financial Limited

Silver
6 Yrs Experience
Southport, QLD 4215

Meet Naldo-Rei, your trusted financial guide, equipped with a Bachelor of Commerce, an Advanced Diploma in Financial Planning, and the vital Ethics Exam certification mandated by the Financial Adviser Standards and Ethics Authority (FASEA). With over 10 years of rich experience in the dynamic landscape of the financial planning industry, Naldo-Rei combines his extensive expertise with a passion for helping individuals like you achieve their unique financial aspirations.

As a devoted father raising three children, Naldo-Rei understands the diverse financial needs of young adults venturing into their financial independence and those navigating the responsibilities of supporting a family. He gets fulfilment in empowering clients to grasp fundamental financial principles and implement tailored strategies to secure their financial future.

Drawing from life experiences living abroad in South Africa and the Philippines, Naldo-Rei has cultivated exceptional interpersonal skills, enabling him to effectively communicate and connect with individuals from all walks of life. Trust in Naldo-Rei's seasoned guidance and personalised approach to steer you towards financial success.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce
  • Languages spoken
    • English
    • Filipino

Count Financial Limited

Level 3, 50 Marine Parade
Southport, QLD 4215

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

Count Financial Limited

AFSL 227232