Frank Oliveri
Financial Adviser
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About
Frank Oliveri is an ASIC-registered financial adviser based in Moonee Ponds, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Frank holds an Advanced Diploma of Financial Services (Financial Planning) from AMP Limited (2006) and has consistently updated his knowledge with certifications such as the ASX Listed Product Accreditation Course (LPAC) in 2018 and Ethics and Professionalism in Financial Advice from Kaplan Higher Education in 2020. Further enhancing his expertise, Frank completed an SMSF course in 2024, ensuring he remains at the forefront of industry best practices. Frank is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, allowing him to offer holistic financial solutions. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or need advice on insurance, Frank is committed to providing clear, professional, and personalized guidance. Contact Frank today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Frank Oliveri provide?
Frank Oliveri specializes in superannuation advice, insurance, wealth management, and retirement planning. He also provides advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. His comprehensive approach ensures all aspects of your financial well-being are considered.
What are Frank Oliveri's qualifications?
Frank holds an Advanced Diploma of Financial Services (Financial Planning) from AMP Limited, ASX Listed Product Accreditation Course (LPAC), Ethics and Professionalism in Financial Advice from Kaplan Higher Education, and an SMSF course, demonstrating his commitment to ongoing professional development and expertise in the financial services industry.
How does Frank Oliveri tailor his advice to individual client needs?
Frank begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalized financial plan that aligns with your objectives, providing ongoing support and adjustments as your circumstances change. He prides himself on building long term relationships with all of his clients.
What can I expect during my first consultation with Frank?
During your initial consultation, Frank will discuss your financial goals, current situation, and any concerns you may have. He will explain his approach to financial planning and how he can help you achieve your objectives. This meeting is an opportunity for you to get to know Frank and determine if his services are the right fit for your needs.
Can Frank Oliveri help with my superannuation?
Yes, Frank provides comprehensive superannuation advice, including fund selection, contribution strategies, and retirement planning. He can also assist with Self-Managed Super Funds (SMSFs) to ensure you are making the most of your retirement savings.
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