Elio Centofanti, Senior Financial Adviser, Private Wealth

Elio Centofanti

Senior Financial Adviser, Private Wealth

Cairns

+61 7 4046 0014

vCard

Elio began working in the financial services industry in 1989 and has been an Adviser since 2004.

Originally from Adelaide, Elio moved to Cairns in 2006 and is married with two children.

As an Adviser his emphasis is to ensure his clients develop a clear understanding of their own position and where they want to be so appropriate strategies can be implemented and moulded over time to achieve those goals.

Elio’s strength is being able to articulate concepts in a clear and simple manner so there is no confusion in the relationship.

Services

  • Financial planning advice and education
  • Wealth creation
  • Superannuation including SMSF
  • Pre-retirement and retirement
  • Personal Insurance
  • Business succession planning and buy/sell arrangements
  • Salary sacrifice and salary packaging
  • Estate Planning.

Qualifications

  • Graduate Diploma of Financial Planning (current study)
  • Certified Financial Planner (CFP)
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Diploma of Financial Markets (SIA)
  • Diploma of Superannuation Management

Affiliations

  • Member of the Financial Planning Association of Australia (FPA).