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5.00
1 Review

Leo Ribeiro Dos Santos

Valor Private Wealth Pty Ltd

Silver
6 Yrs Experience
Bondi Junction, NSW 2022

FASEA approved, skilled in Financial Planning, complex Estate Planning, mentoring and compliance. Strong professional with a Business, Accountancy, and Financial Planning qualification completed at Victoria University and Kaplan Business School and Kaplan Professional respectively. Currently undertaking my final subjects in an MBA.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • 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 Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Languages spoken
    • English
    • Portuguese

Valor Private Wealth Pty Ltd

Westfield Tower 2, Suite 2404, 101 Grafton St
Bondi Junction, NSW 2022

Licensed by

Valor Financial Group Pty Ltd

AFSL 405452