Custom Financial Solutions for Optimised Results
Cafiero uses his in-depth understanding of financial markets to assist his clients in creating effective investment strategies. He is also well versed in all aspects of superannuation, providing comprehensive advice on retirement savings, selfmanaged super funds (SMSFs) and superannuation strategies.
As an experienced Wealth Adviser, Cafiero prioritises building long-term relationships and works closely with each of his clients to develop custom financial solutions that meet their individual needs.
With over 30 years’ experience in Financial Services, Cafiero aims to provide his clients with the tools to achieve their personal goals through the following services:
- Stockbroking and Investment Strategies
- Superannuation and SMSF Investment Strategy
- Retirement Planning/Financial Tax advice
- Estate Planning
- Life Insurance Advice
- Financial Advice on Deceased Estate
Authorisations
Financial advisers register - Moneysmart.gov.au
Cafiero Pietropaolo can advise on the following product areas:
- Deposit and Payment Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
Restrictions
Authorised to provide personal financial product advice to retail clients on:
Derivatives - Level 1.
Caf is accredited to provide tax (financial) service advice.