senior financial advisor - specialist advice for barristers lawyers medical practitioners and business owners@ Wilson Pateras
Melbourne, Victoria, Australia
Lasadi Felsinger CFP®
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Deakin University
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FlashIntel GPTLasadi Felsinger CFP(r) is a Certified Financial Advisor at Wilson Pateras in Australia-Victoria-Melbourne with 16.8 years of experience. She specializes in superannuation, management, banking, financial advisory, and financial services. Lasadi works closely with high net wealth professionals, including Barristers, Lawyers, Medical Practitioners, and Business Owners. She offers holistic strategic advice, including superannuation, SMSF, wealth creation, and retirement planning. Lasadi also has experience in estate planning and estate planning.
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About
I am a Certified Financial Advisor at Wilson Pateras. I work closely with high net wealth professionals, including specialist advice for Barristers, Lawyers, Medical Practitioners and Business Owners. I specialise and provide holistic strategic advice as listed below: • Superannuation & SMSF: Strategic advice to identify suitable structures and how this will help to achieve goals • Wealth creation: How to build wealth by identifying suitable strategies • Wealth protection: Analyse suitable cover and amounts for Life , Total and Permanent Disablement insurance, Trauma & Income protection • Retirement planning: Maximising retirement benefits by identifying strategies & investments • Investments: Identifying personal investments to help to achieve goals • Tax planning: Strategies to minimise tax where possible while creating wealth • Estate Planning: Identifying strategies to achieve estate planning wishes and how to structure it
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senior financial advisor - specialist advice for barristers lawyers medical practitioners and business owners
Senior Financial Advisor
Financial Services
Lasadi Felsinger CFP®'s Professional Milestones
- Senior Financial Advisor (2017-04-01~): Provided comprehensive financial guidance, helping clients optimize their financial assets and drive financial stability.
- Paraplanner (2012-12-01~2013-07-01): Providing accurate and accurate paraplane reports, coordinating accurate project projects and fostering collaboration.
Education
Bachelor Of Commerce,
Bachelors,
Financial Planning And Services
Skill
Superannuation
Management
Banking
Financial Advisory
Financial Services
Wealth
Retirement
Investments
Portfolio Management
Analysis
Business Analysis
Forecasting
Project Management
Customer Service
Microsoft Excel
Business Development
Business Planning
Pensions
Investment Advisory
Investment Strategies
Wealth Management
Business Process Improvement
Team Leadership
Microsoft Office
Estate Planning
Financial Planning
Risk Management
Insurance
Finance
Income Protection
Financial Risk
Strategy
Financial Analysis
Asset Allocation
Certification
Colleagues
Other Named Lasadi Felsinger CFP®
Frequently asked questions
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We found 1 Lasadi Felsinger CFP®'s phone numbers
Lasadi Felsinger CFP®'s social media include: Linkedin,
Lasadi Felsinger CFP® works for Wilson Pateras
Lasadi Felsinger CFP®'s role in Wilson Pateras is senior financial advisor - specialist advice for barristers lawyers medical practitioners and business owners
Lasadi Felsinger CFP® works in the industry of Financial Services
Lasadi Felsinger CFP®'s colleagues are Keith Naismith,Joseph Casonato,Yvonne Armeni
Lasadi Felsinger CFP®'s latest job experience is senior financial advisor - specialist advice for barristers lawyers medical practitioners and business owners at Wilson Pateras
Lasadi Felsinger CFP®'s latest education in Deakin University
