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Louise Previtera

Financial Adviser

Carey Group (Carey Financial)
Townsville City, QLD 4810

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About

Louise Previtera is an ASIC-registered financial adviser based in Townsville City, Queensland, dedicated to helping clients achieve their financial goals. With a strong educational foundation, Louise holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) from Tribeca, complemented by specialized knowledge in Margin Lending and Self Managed Superannuation Funds from Kaplan Professional. Furthering her expertise, she completed a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd in 2022. Louise is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique circumstances. This includes superannuation, insurance, wealth management, and retirement planning, as well as investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Louise today to schedule a consultation and discover how she can help you achieve financial security and peace of mind.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000516435

Verify on ASIC Register

Authorised Representative Number

000306464

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Louise Previtera offer?

Louise Previtera provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What qualifications does Louise Previtera have?

Louise holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), specialized knowledge in Margin Lending and Self Managed Superannuation Funds, and a Graduate Diploma of Financial Planning.

How can Louise Previtera help me with retirement planning?

Louise can assist you in developing a comprehensive retirement plan tailored to your individual needs and goals. This includes strategies for maximizing your superannuation, creating income streams, and managing your investments to ensure a comfortable retirement.

What is the process of working with Louise Previtera?

The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Louise will then develop a personalized financial plan and provide ongoing support to help you achieve your objectives.

What should I expect from a consultation with Louise Previtera?

During a consultation, you can expect a thorough assessment of your financial situation, a clear explanation of available options, and a collaborative approach to developing a financial plan that aligns with your needs and goals. Louise is committed to providing transparent and professional advice to help you make informed decisions.

Get in Touch

Contact Louise 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.