Leonardo Vargiu
Financial Adviser
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About
Leonardo Vargiu is an ASIC-registered financial adviser dedicated to helping clients in Flemington, VIC, and across Australia achieve their financial goals. With a Bachelor of Business (Accountancy) from RMIT (1988) and a Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (2002), Leonardo brings a wealth of knowledge and experience to his practice. He also holds specialist accreditations in margin lending and self-managed super funds. As a member of the Financial Advice Association of Australia (FAAA), the Institute of Chartered Accountants Australia (ICAA), a registered Tax Practitioner, and a member of The Tax Institute, Leonardo adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This includes expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Leonardo provides advice tailored to your unique needs and circumstances. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Leonardo Vargiu 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 Leonardo Vargiu offer?
Leonardo Vargiu specializes in superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you with investment strategies, self-managed super funds (SMSFs), and a range of other financial needs.
What qualifications does Leonardo Vargiu have?
Leonardo Vargiu holds a Bachelor of Business (Accountancy) from RMIT and is a Certified Financial Planner (CFP). He also has specialist accreditations in margin lending and self-managed super funds. He is a member of the FAAA, ICAA, and is a registered Tax Practitioner.
What is the process of working with Leonardo Vargiu?
The process typically begins with an initial consultation to understand your financial goals and current situation. Leonardo will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments will ensure your plan remains aligned with your changing needs.
How can wealth management services help me?
Wealth management services are designed to help you grow and protect your assets. Leonardo Vargiu can assist you with investment strategies, portfolio management, and other services to help you achieve your long-term financial goals.
Does Leonardo Vargiu provide advice on Self Managed Super Funds (SMSFs)?
Yes, Leonardo Vargiu is a Self Managed Super Funds Specialist Advisor. He is accredited by the SMSF Professionals Association of Australia (SPAA) and can provide expert advice on all aspects of SMSF establishment, management, and compliance.
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