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Michael Rambaldini

Financial Adviser

Roccaforte Financial
Castle Hill, NSW 2154

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About

Michael Rambaldini is an ASIC-registered financial adviser based in Castle Hill, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built on industry-leading qualifications, including a Diploma of Financial Planning from the Financial Planning Association of Australia, specialist SMSF knowledge from the University of Adelaide, and accreditation as an Aged Care Professional, Michael is well-equipped to provide expert guidance across a range of financial needs. As a Certified Financial Planner (CFP) and a member of the SMSF Professionals' Association of Australia, Michael adheres to the highest ethical and professional standards. He is authorized to provide advice on superannuation, insurance, and retirement planning, ensuring his clients have a secure financial future. His expertise also extends to Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities, offering a holistic approach to financial well-being. Michael's commitment is to provide clear, understandable advice, empowering his clients to make informed decisions. His services include: • Superannuation Advice • Retirement Planning • Investment Advice • Insurance Solutions • SMSF Advice Ready to take control of your financial future? Contact Michael today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice SMSF advice Insurance solutions Investment strategies Aged care financial planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Retirement Planning Wealth Management
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000449221

Verify on ASIC Register

Authorised Representative Number

000239826

Verify on MoneySmart Register

Frequently Asked Questions

What services does Michael Rambaldini offer?

Michael Rambaldini provides a comprehensive range of financial services including superannuation advice, retirement planning, investment advice, insurance solutions, and SMSF advice. He tailors his services to meet the unique needs of each client.

What are Michael Rambaldini's qualifications?

Michael holds a Diploma of Financial Planning, a Specialist SMSF Course certification from the University of Adelaide, accreditation as an Aged Care Professional, and has completed studies in Margin Lending and Geared Investments. He is also a Certified Financial Planner (CFP).

What can I expect during my first meeting with Michael?

During your initial consultation with Michael, you can expect a thorough discussion about your current financial situation, your goals, and your risk tolerance. He will then develop a personalized strategy to help you achieve your objectives.

How does Michael Rambaldini stay up-to-date with industry changes?

As a Certified Financial Planner (CFP) and a member of the SMSF Professionals' Association of Australia, Michael is committed to ongoing professional development. He regularly attends industry events and completes continuing education courses to ensure he provides the most current and relevant advice.

What types of clients does Michael Rambaldini work with?

Michael works with a diverse range of clients, including individuals, families, and those managing their own Self-Managed Super Funds (SMSFs). He tailors his advice to suit the unique needs of each client, regardless of their financial situation.

Get in Touch

Contact Michael directly for personalised advice.

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