Julio Carrieri
Financial Adviser
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About
Julio Carrieri is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a Diploma of Financial Planning from the Financial Planning Association (FPA) obtained in 2002, and further specialist training including the Self Managed Superannuation Fund (SMSF) Adviser Education Program (2007), ASX Accredited Listed Product Adviser Accreditation (2009), Margin Lending & Geared Investments Adviser Accreditation (2010), and Ethics and Professionalism in Finance Advice (2020), Julio possesses a comprehensive understanding of the financial landscape. As a member of the Financial Advice Association of Australia (FAAA), Julio adheres to the highest ethical and professional standards. Julio is authorised to provide advice on a wide range of financial products, ensuring tailored solutions for your unique circumstances. This includes superannuation advice, insurance, wealth management, and retirement planning, as well as expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation and SMSF Advice • Retirement Planning Strategies • Comprehensive Wealth Management • Personal and Business Insurance Solutions • Investment Advice and Portfolio Construction Ready to take control of your financial future? Contact Julio today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Julio Carrieri offer?
Julio provides advice on superannuation, retirement planning, wealth management, insurance, and investments, including securities and government debt securities. He can assist with both personal and business financial needs.
What are Julio Carrieri's qualifications and experience?
Julio holds a Diploma of Financial Planning and has completed several specialist accreditations, including SMSF, ASX Listed Products, and Margin Lending. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Julio Carrieri approach financial planning?
Julio takes a personalised approach, focusing on understanding your individual goals and circumstances. He develops tailored strategies to help you achieve your financial objectives with clarity and confidence.
What can I expect during my first meeting with Julio Carrieri?
During your initial consultation, Julio will discuss your financial situation, goals, and risk tolerance. This will help him understand your needs and determine the best course of action for your financial future.
How can Julio Carrieri help me with my superannuation?
Julio can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your accounts, and developing a retirement income strategy. He also has expertise in Self Managed Superannuation Funds (SMSFs).
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