Michael Rambaldini
Verante Pty Ltd
Expertise
My fees
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 7
- First year providing advice 1995
- Years of experience 27
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Verante Pty Ltd
Suite 5, 15 Terminus StCastle Hill, NSW 2154
Opening hours
- 9:00am – 5:00pm Tuesday, Thursday – Friday
- 9:00am – 6:00pm Monday, Wednesday
Licensed by
Viridian Select Pty Ltd
AFSL 515762
Sort by
Rowena, 35 - 45 years, Thursday Island, QLD
"Michael provided me with very detailed financial and insurance advice which took into account a variety of options for my current and future needs. It was helpful for me to then make informed decisions."
- Insurance Protection
- Growing Assets
Jerard, 46 - 55 years, Lane Cove, NSW
"Michael is a professional planner who has given me wonderful advice and is genuinely concerned with the wellbeing of my financial and personal situation.. He has taken the time to know me and my needs thoroughly and demonstrates ethics of the highest order. I can confidently recommend him to anyone needing strategic thinking to help people reach their goals."
- Superannuation
- Growing Assets
Peter, 56 - 65 years, Haberfield, NSW
"Michael provided our family with strategies for Aged Care for our Mum. His advice and attention to detail gave us great comfort and confidence to proceed with his recommended strategies and we did. He gave us advice not only on what strategies he recommended that we should follow but he gave us the feeling that these are strategies that he would genuinely follow himself."
- Aged Care
Maria, 46 - 55 years, Kellyville, NSW
"Michael's extensive experience in the financial planning industry assures that my financial security in both present and future planning are well thought out and long term goals are achieved. Michael takes the time to explain all investment options and his easy manner and caring attitude make him a pleasure to deal with. I have no hesitation in recommending Michael as he takes the stress out of planning for my financial future."
- Superannuation
- Tax Strategies
- Growing Assets
- Budgeting
Ron, 65+ years, Eastwood, NSW
"Michael has been very consistent in his advice to us and provided direction for our future. His personal manner, professionalism and positive approach have given us confidence and provided us with a feeling of security. We look forward to our consultations with Michael as time progresses."
- Government Assistance
- Superannuation
- Retirement & Pension
Leone, 65+ years, Greystanes, NSW
"Michael has been our adviser for the past sixteen years. He has provided us with excellent information for our finances leading up to our retirement. We have recommended him to our friends and will continue to do this. He is a very polite and is always available when we need to see him."
- Government Assistance
- Self Managed SuperFunds
- Growing Assets
Ray, 65+ years, Baulkham Hills, NSW
"Clear and concise in a friendly atmosphere and explanations in a plain english manner has proven beneficial in what can be a complicated industry."
- Government Assistance
- Superannuation
- Tax Strategies
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Aged Care
- Tax Strategies
- Growing Assets
- Budgeting
Qualifications & Training
Diploma of Financial Planning (1-8)
- Level
- 5 - Diploma
- Institution
- Financial Planning Association of Australia (FPA)
- Completed
- 2015
Certified Financial Planner (CFP)
- Level
- 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
- Institution
- Financial Planning Association of Australia (FPA)
- Completed
- 1995
Self Managed Superannuation Funds (SMSF) Specialist Course
- Level
- 0 - Training / Exam / Other
- Institution
- University of Adelaide (UOA)
- Completed
- 2013
Accredited Aged Care Professional
- Level
- 0 - Training / Exam / Other
- Institution
- Aged Care Steps
- Completed
- 2017
Margin Lending and Geared Investments
- Level
- 0 - Training / Exam / Other
- Institution
- Kaplan Professional
- Completed
- 2011
Professional Memberships
Financial Planning Association of Australia (FPA)
- Membership type
- Certified Financial Planner
Financial Planning Association of Australia (FPA)
- Membership type
- Certified Financial Planner
SMSF Association (SMSF)
- Membership type
- Associate
Tax Practitioners Board (TPB)
- Membership type
- Member
- Opinion
- Services
- Comment
- Questions
- Details
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