Diego prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.

Advice I specialise in

• Retirement planning
• Financial planning
• Banking solutions
• Investment planning
• Superannuation

General advice I provide

• Small business advice
• Estate planning

With over 19 years in the financial services industry, multiple awards for his quality service and advice, and a strong passion for his profession, Diego is a standout amongst his peers.

Having started in Accounting, Diego quickly realised that a career in Financial Planning would allow him to fulfil his true calling: helping people realise their dreams, reduce their financial pressures, and provide comfort to his clients and their families in their time of need – something he still prides himself on 16 years later.

He holds a Bachelor of Business from the University of Technology (UTS) Sydney, a Diploma of Financial Planning from Deakin University (in conjunction with the FPA), and the industry’s highest accreditation, the Certified Financial Planner (CFP) designation. Diego’s education, credentials and experience provide him with the tools to give quality financial advice. This, combined with his strong moral compass and a desire to ‘do the right thing’, means he holds himself to a higher standard.

With a career spanning almost two decades, four large institutions, and a high work ethic, Diego is a Financial Adviser that will take you where you want to go.