Fab Ferro

Scala Private Wealth Pty Ltd

4.75
2 Reviews
Bronze
25 Yrs Experience
Murrumbeena, VIC 3163

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!

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.75
  • Number of reviews 2
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Languages spoken
    • English
    • Italian

Scala Private Wealth Pty Ltd

Suite 15, 981 North Rd
Murrumbeena, VIC 3163

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Clarity Financial Services Pty Ltd

AFSL 276771