Michael Rambaldini

Verante Pty Ltd

Gold
27 Yrs Experience
Castle Hill, NSW 2154
I really enjoy helping others to achieve their best, whether it's improving their financial position or health and fitness.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • 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 Gold
  • Rating 4.75
  • 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 St
Castle 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

4.75
7 Reviews
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
4.85
Customer care
4.70
Likely to recommend
Showing reviews 1—7 of 7

Sort by

4.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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
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