Roberto Malu
Financial Adviser
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About
Roberto Malu is an ASIC-registered financial adviser based in Stirling, WA, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a solid educational foundation including a Bachelor of Commerce (Management and Marketing) from Curtin University (2007), a Diploma of Financial Services (Financial Planning) (2008), an Advanced Diploma of Financial Planning (2016), both from Mentor Education, and Tax for Financial Advising from Kaplan Education Pty Ltd (2025), Roberto possesses the knowledge and experience to guide you through the complexities of the financial landscape. Roberto is authorized to provide advice on a broad range of financial products, ensuring comprehensive support for your financial journey. This includes superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Roberto Malu today to schedule a consultation and discover how personalized financial advice can help you achieve your dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Roberto Malu offer?
Roberto specializes in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Roberto Malu's qualifications?
Roberto holds a Bachelor of Commerce (Management and Marketing) from Curtin University, a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and Tax for Financial Advising.
What is the process for becoming a client of Roberto Malu?
The first step is to schedule an initial consultation to discuss your financial goals and current situation. From there, Roberto will develop a personalized financial plan tailored to your specific needs. He will then guide you through the implementation process and provide ongoing support to ensure you stay on track.
How can wealth management advice from Roberto Malu benefit me?
Roberto can help you develop a tailored investment strategy, manage your assets effectively, and plan for long-term financial security. His advice can help you grow your wealth while managing risk.
What should I expect during my first meeting with Roberto Malu?
During your first meeting, Roberto will take the time to understand your financial goals, current situation, and risk tolerance. He will explain his approach to financial planning and answer any questions you may have. The goal is to establish a strong foundation for a long-term, collaborative relationship.
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