Roberto Malu

Insightful Wealth

Bronze
17 Yrs Experience
Stirling, WA 6021

Roberto worked in marketing and brand management before moving into financial planning in 2008. He has a Bachelor of Commerce Degree, majoring in Marketing and Management from Curtin University. He holds an Advanced Diploma of Financial Services (Financial Planning) and enjoys providing advice in all areas including Retirement Planning, Risk management as well as Personal and Corporate superannuation.

He is also fluent in Italian and when not at work, Roberto enjoys spending time with his wife and 2 children as well as playing basketball.

At a glance

  • Adviser status Bronze
  • First year providing advice 2008
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Languages spoken
    • English
    • Italian

Insightful Wealth

Suite 1, 45 Cedric St
Stirling, WA 6021

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Synchron Advice Pty Ltd

AFSL 243313