I am an investment specialist (limited advice) that cares for a very limited number of clients. My Australian and overseas experience as explained on my LinkedIn profile allows me to provide a quasi -institutional experience to my client. Due to limited capacity I offer my direct services only to wholesale clients - I have collaborations with other advisers to offer my services to retail clients.
When I deal with new clients it is very important to have a compatibility test as I interact a lot with clients and the client needs to be fully committed to this kind of interaction. I am not looking for new clients, but I like to help when possible. Even if I live in Australia from 2003, I still have quite a strong Italian accent!
We feel he has an overall grasp on financial and political ramifications on investing
Fabio is an excellent financial advisor. He is trustworthy, has our interests at heart, speaks plain English and manages our risk as if it were his own. I recommend him highly.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 1997
- Years of experience 26
- Diploma of Financial Services (Financial Planning)
Scala Private Wealth Pty LtdSuite 15, 981 North Rd
Murrumbeena, VIC 3163
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Clarity Financial Services Pty Ltd