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
Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 2
- First year providing advice 1997
- Years of experience 27
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Languages spoken
- English
- Italian
Scala Private Wealth Pty Ltd
Suite 15, 981 North RdMurrumbeena, VIC 3163
![Scala Private Wealth Pty Ltd logo](https://resources.adviserratings.com.au/practices/scala-private-wealth-pty-ltd-18007032.png)
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Clarity Financial Services Pty Ltd
AFSL 276771
![Clarity Financial Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/clarity-financial-services-pty-ltd-276771.png)