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Claudia Rigoni-Brazzale

Financial Adviser

Sphere Financial Services
Eaglemont, VIC Vic

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About

Claudia Rigoni-Brazzale is an ASIC-registered financial adviser dedicated to helping individuals navigate the complexities of their financial lives. Based in Eaglemont, Victoria, Claudia holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2006), an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2021), a Self Managed Superannuation Funds Program certification from Kaplan Professional (2021), a Graduate Diploma of Financial Planning from Kaplan Higher Education (2022) and a Retirement Living & Aged Care Specialist certification from Aged Care Gurus (2014). Claudia is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Claudia is committed to providing tailored financial solutions to meet her client’s unique needs and goals. Her extensive knowledge and client-focused approach ensure her clients feel confident and empowered to make informed decisions about their financial futures. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Claudia today to schedule a consultation and discover how she can help you achieve your financial goals.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000549637

Verify on ASIC Register

Authorised Representative Number

000300689

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Claudia Rigoni-Brazzale offer?

Claudia 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 Claudia have?

Claudia holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Self Managed Superannuation Funds Program certification, a Graduate Diploma of Financial Planning and a Retirement Living & Aged Care Specialist certification.

What is Claudia's process for helping clients with their financial planning?

Claudia works closely with each client to understand their individual circumstances, financial goals, and risk tolerance. She then develops a tailored financial plan to help them achieve their objectives, providing ongoing support and guidance along the way.

What can I expect during my first meeting with Claudia?

During your initial consultation, Claudia will take the time to get to know you and your financial situation. She will discuss your goals, answer your questions, and explain how she can help you create a plan for a secure financial future.

Does Claudia Rigoni-Brazzale specialise in retirement planning?

Yes, Claudia has extensive experience in retirement planning and can help you navigate the complexities of superannuation, retirement income streams, and aged care.

Get in Touch

Contact Claudia 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.