Silvio Marinelli – not just an Accountant!
Silvio Marinelli is not just an Accountant, but also an authorised Financial Planner.
With over 20 years experience Silvio has the competence and expertise to advise clients on the best possible solution to minimise their tax and create wealth. In particular Silvio has a passion towards Property Investment and Self Managed Superannuation advice (his area of expertise!). ??Being passionate about the need to invest to plan for a comfortable retirement, Silvio decided to add to his Bachelor of Business qualification and become qualified as a Financial Planner in order to help others achieve their financial goals and desires. Hence, after completing his financial planning studies, Silvio is ready to start helping his clients plan for their wealth creation.??Silvio continues to assist his clients with accounting and taxation advice, but can easily ‘switch hats’ and offer financial planning strategies; a unique skill that benefits clients greatly – who better to offer financial advice than your Accountant.
The products on which Silvio can provide advice comprise:
• Deposit Products;
• Margin Lending;
• Managed Investment Schemes including Unit Trusts, Investment Bonds, Direct Shares, Property Trusts, Growth Funds, Balanced Funds, Indexed Funds and Cash Management Accounts;
• Share Market Investments;
• Tax Effective Investments;
• Mortgage Lending;
• Superannuation, including Allocated Pensions, Rollovers, Personal Superannuation, Company Superannuation and Self Managed Superannuation Funds;
• Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance.
If you’d like to speak with Silvio, please contact our office and make an appointment T: 5990 1000.