Alberto Diez
Financial Adviser
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About
Alberto Diez is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business Administration from Western Sydney University and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education, Alberto combines academic knowledge with practical expertise to provide informed guidance. Alberto is committed to ongoing professional development, holding certifications in Ethics and Professionalism in Financial Advice, Client Engagement Skills, Economic and Legal Context for Financial Planning, and Tax for Financial Advising. As a member of the SMSF Association, he demonstrates a special interest and expertise in self-managed superannuation funds. Alberto is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. This allows him to create holistic financial strategies tailored to each client's unique circumstances. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Alberto today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Alberto Diez offer?
Alberto Diez specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide advice on investment strategies, life insurance, and securities.
What are Alberto Diez's qualifications?
Alberto holds a Bachelor of Business Administration from Western Sydney University and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education. He also holds certifications in Ethics and Professionalism in Financial Advice, Client Engagement Skills, Economic and Legal Context for Financial Planning, and Tax for Financial Advising.
How does Alberto Diez develop a financial plan for his clients?
Alberto works closely with each client to understand their individual financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. This plan is regularly reviewed and adjusted as needed.
What should I expect during my first meeting with Alberto Diez?
During your initial consultation, Alberto will discuss your current financial situation, your future goals, and what you hope to achieve through financial planning. This is an opportunity for you to ask questions and for Alberto to understand your needs and how he can best assist you.
Is Alberto Diez qualified to provide SMSF advice?
Yes, Alberto is a member of the SMSF Association and has expertise in self-managed superannuation funds. He can provide advice on all aspects of SMSF management.
Get in Touch
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