Eduardo Delacruz
Financial Adviser
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About
Eduardo Delacruz is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong foundation in finance, holding a Bachelor of Commerce (Finance) from the University of Wollongong (1999) and a Diploma of Financial Planning from the FPA (2001), Eduardo brings over two decades of experience to his practice. Eduardo has also completed specialist training including the Self Managed Superannuation Fund Adviser Education Program, the ASX Listed Products Accreditation Course, and Margin Lending and Geared Investments. This comprehensive training ensures he is well-equipped to provide tailored solutions to meet diverse client needs. Authorised to provide advice on a wide range of financial products, Eduardo specialises in superannuation, insurance, and wealth management strategies. He can provide expert guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment strategies Whether you are planning for retirement, seeking to grow your wealth, or require advice on superannuation or insurance, Eduardo is here to help. Contact Eduardo today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Eduardo Delacruz provide?
Eduardo Delacruz specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Eduardo Delacruz have?
Eduardo holds a Bachelor of Commerce (Finance) from the University of Wollongong, a Diploma of Financial Planning from the FPA and has completed specialist training in Self Managed Superannuation Funds, ASX Listed Products, and Margin Lending.
How can Eduardo Delacruz help me with my retirement planning?
Eduardo can help you develop a comprehensive retirement plan tailored to your individual circumstances, including strategies for superannuation, investments, and income streams to ensure a comfortable retirement.
What is the process for becoming a client of Eduardo Delacruz?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Eduardo will then develop a personalised financial plan and work with you to implement the strategies.
What can I expect when working with Eduardo Delacruz?
You can expect a professional and personalised service, with clear and transparent communication. Eduardo is committed to building long-term relationships with his clients and helping them achieve their financial goals.
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