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BMA Financial Services partners with Astute Wealth Planning

Astute Wealth Planning is a South Australian boutique Financial Planning practice and holder of their own Australian Financial Services Licence.  It is 100% privately owned which enables its advisers to recommend financial products best suited to meeting their clients financial needs and objectives.

Asute Wealth Planning's core focus centres on effective relationshiips and ensuring their clients success in reaching 'financial freedom' through appropriate investment advice and strategies.  It is these underlying principles that attracted BMA Financial Services to join forces.

Claudio Di Giovanni, who is a Senior Financial Adviser, will be the representative looking to assist with your financial matters.

Claudio's commitment is to understand a client's financial affairs and provide valuable advice on strategies that will assist a client in accumulating wealth, protecting wealth and planning for and during retirement.

You are welcome to contact Claudio on (08) 8233 4200 or 0415 230 488 to make an appointment. 

Please click on links below for FSG Part 1 and 2.

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GENERAL ADVICE DISCLAIMER:

"This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances."