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Leonardo Arico

Financial Adviser

Wharf Street Financial
Spring Hill, QLD 4000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Leonardo Arico is an ASIC-registered financial adviser based in Spring Hill, QLD, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (2003) and a Graduate Certificate in Financial Planning from Griffith University (2021), Leonardo possesses a strong foundation of knowledge and a commitment to ongoing professional development. Leonardo is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Leonardo takes a holistic approach to financial planning, tailoring strategies to meet each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Leonardo today to schedule a consultation and discover how he can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation strategies Wealth accumulation Investment advice Insurance solutions Risk management

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000234665

Verify on ASIC Register

Authorised Representative Number

000250780

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Leonardo Arico provide?

Leonardo Arico specialises in superannuation advice, insurance, wealth management, and retirement planning. He also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Leonardo Arico have?

Leonardo holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2003) and a Graduate Certificate in Financial Planning from Griffith University (2021).

What is involved in Leonardo Arico's financial planning process?

Leonardo's process begins with a thorough understanding of your financial situation, goals, and risk tolerance. He then develops a personalised financial plan tailored to your specific needs. He will guide you through the implementation process and provides ongoing support to ensure you stay on track to achieve your goals.

How can wealth management advice from Leonardo Arico benefit me?

Leonardo's wealth management services are designed to help you grow and protect your assets. He can provide advice on investment strategies, portfolio construction, and risk management to help you achieve your long-term financial objectives.

What should I expect during my initial consultation with Leonardo Arico?

During your initial consultation, Leonardo will take the time to get to know you and your financial goals. He will discuss your current financial situation, your concerns, and your aspirations for the future. This meeting will help him determine how he can best assist you in achieving your financial objectives.

Get in Touch

Contact Leonardo directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.