Simon Gagliardi
Financial Adviser
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About
Simon Gagliardi is an ASIC-registered financial adviser based in Dutton Park, QLD, dedicated to helping clients achieve their financial goals. With a Diploma and Advanced Diploma of Financial Planning from Tribeca (2004 & 2006), Simon brings a wealth of knowledge and experience to his practice. As a member of the Financial Advice Association of Australia (FAAA), he adheres to the highest ethical and professional standards. Simon is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His holistic approach ensures that all aspects of your financial life are considered, providing tailored strategies to suit your individual needs. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Whether you are planning for retirement, building your wealth, or seeking to protect your family's future, Simon can provide expert guidance and support. Contact Simon today to schedule a consultation and take the first step towards financial security.
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Frequently Asked Questions
What types of financial advice does Simon Gagliardi offer?
Simon Gagliardi offers advice on superannuation, retirement planning, wealth management, and various insurance products. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Simon Gagliardi's qualifications?
Simon holds a Diploma and Advanced Diploma of Financial Planning from Tribeca. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Simon Gagliardi approach financial planning?
Simon takes a holistic approach to financial planning, considering all aspects of your financial life to develop tailored strategies that align with your individual needs and goals. He focuses on building long-term relationships with his clients.
What can I expect during my first consultation with Simon?
During your first consultation, Simon will take the time to understand your current financial situation, your goals, and your concerns. He will then provide an overview of how he can help you and outline the next steps in the financial planning process. This is a great opportunity to ask any questions you may have.
How can Simon help me with my superannuation?
Simon can provide advice on choosing the right superannuation fund, consolidating your super accounts, and developing a strategy to maximize your retirement savings. He can also help you understand the different investment options available within your super fund.
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