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  3. Antoinette Galluzzo

OUR PARTNERS & ADVISERS

Antoinette Galluzzo

Accreditations

Certified Financial Planner®, Graduate Diploma in Financial Planning, Graduate Diploma in Applied Finance & Investments, Diploma of Financial Services, Diploma in Financial Markets, Fellow Member of Financial Services Institute of Australia (FINSIA), Member of Financial Planning Association of Australia

Key areas of focus

Retirement, superannuation, centrelink, investment and tax structures, estate planning, Self-Managed Superannuation Funds.

 

Office location

Sydney CBD

Antoinette Galluzzo

Financial Adviser

book a meeting with Antoinette

Antoinette has extensive experience as a financial adviser since 2001, and over 20 years in the finance industry. Antoinette has been dedicated to ongoing education since the very beginning of her career to ensure she remains ahead of current financial legislative issues within highest professional standards. She obtained both State and National Prize Recognition in her studies and vocation.


Antoinette values helping and working closely with clients to assess their unique goals and circumstances. She recognises that non-monetary core values can influence their financial decisions. She enjoys providing practical insights and guidance to complex legislative changes, market analysis and potential issues for changing client circumstances. Her approach is consultative and takes time to educate and provide practical relevant strategic steps and investment solutions. Her goal is to make a positive difference to her clients to ensure they have peace of mind and make decisions with confidence.

 

Click here to view Antoinette's latest FSG

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