2 Reviews

Stephen Moretta

Lucerne Investment Partners

Silver

7 Yrs Experience

Richmond, VIC 3121

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5.00 January 2020

Stephen has given me advice in areas including Shares and Investments and Self Managed Super Funds. Stephen's advice is clear and precise and he has the ability to describe complex and technical issues in a way that is easy to understand.Through Stephen's knowledge and experience, I feel very confident that the advice given was right for my needs.

5.00 January 2020

Stephen demonstrates an in-depth knowledge when it comes to financial advice relevant to my current investments. He has taken the time to understand my personal circumstances and goals, whist helping me gain a deeper understanding of the investment advice provided which is very reassuring. He is an adept adviser and I would highly recommend Stephen to anyone.

Lucerne Investment Partners

Level 4, 45 Wangaratta St
Richmond, VIC 3121

Adviser status Silver
Rating 5.00
Number of reviews 2
First year providing advice 2018
Years of experience 7
Highest qualification
- Graduate Diploma - Chartered Accountant Program
Language spoken
- English

Lucerne Wealth Pty Ltd

AFSL 556125

Stephen Moretta

Lucerne Investment Partners

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