Bruno Dimasi
Financial Adviser
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About
Bruno Dimasi is an ASIC-registered financial adviser dedicated to helping individuals and families in Preston, VIC, and throughout Australia achieve their financial goals. With a Bachelor of Business from La Trobe University (2000) and advanced financial planning qualifications from Kaplan (2007), including a Diploma and Advanced Diploma of Financial Services (Financial Planning), Bruno brings a wealth of knowledge and experience to his clients. He also holds specialist accreditation in Self Managed Super Funds (2014) and Ethics and Professionalism in Financial Advice (2020), showcasing his commitment to ongoing professional development. As a member of the Financial Advice Association of Australia (FAAA), Bruno adheres to the highest ethical and professional standards. Bruno is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His expertise covers all aspects of financial planning, from building wealth to protecting your assets and securing your future. Key services include: • Superannuation advice and planning • Insurance needs analysis and solutions • Wealth creation and investment strategies • Retirement planning and income streams • SMSF advice Ready to take control of your financial future? Contact Bruno 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 Bruno Dimasi offer?
Bruno Dimasi specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Bruno Dimasi have?
Bruno holds a Bachelor of Business from La Trobe University and a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan. He is also accredited in Self Managed Super Funds and Ethics and Professionalism in Financial Advice.
How can Bruno Dimasi help me plan for retirement?
Bruno can assess your current financial situation, develop a personalized retirement plan, and provide advice on superannuation, investments, and income streams to help you achieve a comfortable and secure retirement.
What is the process of working with Bruno Dimasi?
The process typically begins with an initial consultation to discuss your financial goals and objectives. Bruno will then gather information about your current financial situation and develop a tailored financial plan to help you achieve your goals. He will then present the plan to you, answer any questions you may have, and work with you to implement the plan.
Why should I choose Bruno Dimasi as my financial advisor?
Bruno is committed to providing ethical, professional, and personalised financial advice. He has extensive qualifications, is a member of the FAAA, and has a proven track record of helping clients achieve their financial goals. He takes the time to understand your individual needs and circumstances and develop a tailored plan to help you succeed.
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