Claudio Giovanni
Financial Adviser
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About
Claudio Giovanni is an ASIC-registered financial adviser based in Rose Park, SA, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a Bachelor of Economics from SA (1993), Claudio has built a strong foundation in financial principles. He further solidified his expertise by obtaining a Diploma of Financial Planning from Vic (2001) and becoming a Certified Financial Planner with the Financial Planning Association of Australia in 2001, now the Financial Advice Association of Australia (FAAA). Claudio holds several specialist accreditations including Margin Lending and Geared Investments (2010), Kaplan Australia (2015), Accredited Listed Product Adviser Program (2022) and Introduction to Self Managed Superannuation Funds (2022), allowing him to provide comprehensive advice across a wide spectrum of financial products and strategies. He is authorized to provide advice on superannuation, insurance, wealth management, and retirement planning, as well as investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Claudio's commitment to ongoing professional development ensures he remains at the forefront of industry best practices, offering clients informed and reliable guidance. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Claudio today to schedule 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 Claudio Giovanni offer?
Claudio Giovanni provides advice on a range of financial matters including superannuation, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What are Claudio Giovanni's qualifications?
Claudio Giovanni holds a Bachelor of Economics, a Diploma of Financial Planning and is a Certified Financial Planner with the Financial Advice Association of Australia (FAAA). He also has specialist accreditations in margin lending, geared investments, listed products, and self-managed superannuation funds.
How does Claudio Giovanni approach financial planning?
Claudio takes a personalized approach to financial planning, working closely with each client to understand their unique circumstances, goals, and risk tolerance. He then develops tailored strategies to help them achieve their financial objectives.
What can I expect during my first meeting with Claudio Giovanni?
During your initial consultation, Claudio will discuss your current financial situation, your short and long-term goals, and any concerns you may have. This meeting is an opportunity for you to get to know Claudio and for him to understand your needs.
Does Claudio Giovanni work with Self-Managed Superannuation Funds (SMSFs)?
Yes, Claudio is qualified to provide advice on SMSFs, holding an 'Introduction to Self Managed Superannuation Funds' accreditation. He can assist with establishing, managing, and optimizing your SMSF to meet your retirement goals.
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