Bernardo Moyano
Financial Adviser
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About
Bernardo Moyano is an ASIC-registered financial adviser dedicated to helping clients in Cheltenham, VIC, and across Australia achieve their financial goals. With an Advanced Diploma of Financial Services and a Diploma of Financial Services from Kaplan Professional Education (both obtained in 2005), Bernardo possesses a strong foundation of knowledge and experience in the financial sector. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional and ethical standards. Bernardo is authorised to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and tailored strategies. He offers expert guidance on superannuation, insurance, wealth management, and retirement planning, helping you navigate these complex areas with confidence. Additionally, Bernardo can provide advice and services related to 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 • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require expert advice on insurance and superannuation, Bernardo is committed to providing personalised and effective financial solutions. Contact Bernardo today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Bernardo Moyano offer?
Bernardo offers a comprehensive range of financial advice, 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 qualifications does Bernardo have?
Bernardo holds an Advanced Diploma of Financial Services and a Diploma of Financial Services from Kaplan Professional Education. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process of working with Bernardo Moyano?
The process typically begins with an initial consultation to understand your financial goals and current situation. Bernardo will then develop a tailored financial plan, implement the agreed-upon strategies, and provide ongoing support and reviews to ensure your plan remains aligned with your needs.
What can I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. The advisor will explain their services and how they can help you achieve your objectives. It's a chance for both parties to determine if they are a good fit.
How can Bernardo help me with my superannuation?
Bernardo can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy to maximise your superannuation benefits.
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