Raymond Pecotic
Financial Adviser
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About
Raymond Pecotic is an ASIC-registered financial adviser based in East Perth, Western Australia, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Commerce from Curtin University (1998), a Diploma of Financial Services (Financial Planning) (2003), and an Advanced Diploma of Financial Planning (2016) from Kaplan Professional Education, Raymond possesses a strong educational foundation and a commitment to ongoing professional development. He is also a proud member of the Financial Advice Association of Australia (FAAA). Raymond is authorised to provide advice on a comprehensive range of financial products, ensuring that his clients receive tailored solutions to suit their unique circumstances. His expertise includes superannuation, insurance, wealth management and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services offered by Raymond: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Comprehensive wealth management strategies to grow your assets • Retirement planning to ensure a comfortable future • Investment advice regarding Securities and other investment vehicles. Raymond is committed to building long-term relationships with his clients based on trust, transparency, and personalised service. Let Raymond Pecotic guide you on your journey to financial success. Contact him today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Raymond Pecotic offer?
Raymond Pecotic specialises in providing advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts. He can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does Raymond Pecotic have?
Raymond holds a Bachelor of Commerce from Curtin University, a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Planning from Kaplan Professional Education. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Raymond?
During your initial consultation, Raymond will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps in the financial planning process.
How does Raymond Pecotic stay up-to-date with changes in the financial industry?
Raymond is committed to ongoing professional development and regularly attends industry conferences and training sessions to stay informed about the latest changes in legislation, investment products, and financial planning strategies.
What is the best way to get started with financial planning?
The best way to start is by scheduling an initial consultation with Raymond. This will allow you to discuss your financial goals and determine if his services are a good fit for your needs.
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