Bernardo is a Senior Financial Planner who specialises in the area of retirement planning which includes Aged Care, Centrelink, Retirement Incomes and Superannuation. Bernardo's strength is listening to clients needs and objectives and then constructing an easy to understand plan to ensure that they are met.
"Helping clients achieve their goals is what it's all about, that's job satisfaction."
Bernardo prides himself on building relationships and taking clients on a journey to financial security by good planning, regular reviews and open communication.
Bernardo is an Authorised Representative of AB Phillips Pty Ltd no. 295705.
Advanced Diploma in Financial Planning
Address: 445 Warrigal Road, Moorabbin VIC3189
Telephone: (03) 8586 9333
Facsimile: (03) 8586 9394