Joe Vitale

Joe Vitale Financial Services Pty Ltd

Silver
30 Yrs Experience
Melbourne, VIC 3004

Recent reviews

Joe Vitale Financial Services Pty Ltd

1/390 St Kilda Rd
Melbourne, VIC 3004

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 4
  • First year providing advice 1992
  • Years of experience 30
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Languages spoken
    • English
    • Italian

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

4.85
4 Reviews
5
4
3
2
1
4.70
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"We have been extremely happy with Joe and his friendly staff for many years especially since retirement. His advice and management of our pension fund has enabled us to have a steady addition to our income and has been a pleasure to have known Joe and Angela during this time. Thank you Joe John & Carole Briggs"

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

"I have been a client of Joe for a significant number of years now and have always known him to be an extremely approachable and knowledgeable adviser who is easily accessible to answer any of my queries in regards to my finances. Patience and integrity are definite attributes of Joe's character. I would definitely recommend Joe as a financial adviser to anyone who is seeking any finance related matter."

  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Joe Vitale profile photo

Joe Vitale responded on August 2021

"thanks so much Lina much appreciated you took the time out to do this and look forward to looking after your financial affairs for as long as possible"

5.00

"Joe was able to give me clear, professional advice so easily. I feel so much more at ease knowing that ive planned for my future with the help of conncise knowledge. I would highly recommend Joe. He was easy to speak to and understood all my concerns."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Joe Vitale profile photo

Joe Vitale responded on August 2021

"thanks so much Maria this is very much appreciated and look forward to continuing to help"

5.00

"I feel very confident and secure with Joe Vitalie as he has so much knowledge to give."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Joe Vitale profile photo

Joe Vitale responded on August 2021

"thank you very much Christine much appreciated"

Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies

Qualifications & Training

Superannuation and Retirement Planning for Financial Services Professionals

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2001

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2002

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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