Adrian Vidotto

Adrian Vidotto Email and Phone Number

Senior Adviser and Director @ Strategic Wealth
Melbourne, VIC, AU
Adrian Vidotto's Location
Greater Melbourne Area, Australia
Adrian Vidotto's Contact Details

Adrian Vidotto work email

Adrian Vidotto personal email

n/a

Adrian Vidotto phone numbers

About Adrian Vidotto

With over 16 years of experience in the financial services industry, Adrian completed his Bachelor of Business in Financial Planning in 2001. Now a part owner of Strategic Wealth, Adrian has completed the CFP® Certification Program and is a CERTIFIED FINANCIAL PLANNER™ practitioner member of the Financial Planning Association. A highly skilled financial adviser, Adrian is adept at dealing with complex client issues and acts as mentor to Strategic Wealth's team of Technical Specialists, providing solutions for clients based in Australia and around the globe.Specialties: Adrian specialises in providing financial advice to Executives, Professionals, Expatriates, Wealthy Retirees and SBO's. His specialties also include: • Self managed super funds• Family trusts• Contingency management• Tax effective strategies

Adrian Vidotto's Current Company Details
Strategic Wealth

Strategic Wealth

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Senior Adviser and Director
Melbourne, VIC, AU
Website:
strategicwealth.melbourne
Employees:
10
Adrian Vidotto Work Experience Details
  • Strategic Wealth
    Senior Adviser And Director
    Strategic Wealth
    Melbourne, Vic, Au
    View
  • Strategic Wealth
    Senior Adviser & Director
    Strategic Wealth Oct 2004 - Present
    Melbourne, Australia
    Adrian is Senior Adviser and part owner of Strategic Wealth Pty Ltd. He is also an Authorised Representative of Oreana Financial Services.Adrian provides a full range of financial planning services including:• Strategic advice• Investment planning• Business succession planning• Personal and business risk protection strategies• Estate planning and the use of legal structures• Superannuation and retirement planningContact Adrian on (03) 8610 1777 or adrian@strategicwealth.melbourne or visit www.strategicwealth.melbourne to see how he can help you improve your financial situation.
    View
  • Your Personal Cfo
    Senior Adviser & Director
    Your Personal Cfo Aug 2010 - Dec 2022
    Melbourne, Victoria, Australia
    Adrian is also a part owner of Your Personal CFO, a service for busy people that strategically manages personal cashflow and provides regular reporting.This is a premium service that enables you to:• Identify opportunities to save more• Develop a clear understanding of your personal finances• Access quality information to plan aheadContact Adrian now to see how we can help: (03) 8610 1700 or info@yourpersonalcfo.com.au.
  • Godfrey Pembroke Limited (Collins Street)
    Paraplanner
    Godfrey Pembroke Limited (Collins Street) Jul 2002 - Sep 2004
    Melbourne, Australia
    Direct provision and supervision of comprehensive financial planning advice to clients.
  • Peter Richards & Consultants Pty Ltd
    Paraplanner
    Peter Richards & Consultants Pty Ltd Jul 1999 - Jun 2002
    Melbourne, Australia
    Directly involved in the provision of financial planning advice.

Adrian Vidotto Skills

Wealth Management Services Strategic Financial Planning Investment Strategies Estate Planning Retirement Planning Private Wealth Management Cashflow Management Business Succession Planning Self Managed Super Funds Expatriate Planning Tax Effective Strategies Personal And Business Risk Protection Debt Management Executive Shares Asset Protection Investment Management Retirement Superannuation Wealth Financial Advisory

Adrian Vidotto Education Details

Frequently Asked Questions about Adrian Vidotto

What company does Adrian Vidotto work for?

Adrian Vidotto works for Strategic Wealth

What is Adrian Vidotto's role at the current company?

Adrian Vidotto's current role is Senior Adviser and Director.

What is Adrian Vidotto's email address?

Adrian Vidotto's email address is ad****@****.com.au

What is Adrian Vidotto's direct phone number?

Adrian Vidotto's direct phone number is +614078*****

What schools did Adrian Vidotto attend?

Adrian Vidotto attended Deakin University, Rmit University, Casey Tafe.

What are some of Adrian Vidotto's interests?

Adrian Vidotto has interest in Cricket And Golf, Afl.

What skills is Adrian Vidotto known for?

Adrian Vidotto has skills like Wealth Management Services, Strategic Financial Planning, Investment Strategies, Estate Planning, Retirement Planning, Private Wealth Management, Cashflow Management, Business Succession Planning, Self Managed Super Funds, Expatriate Planning, Tax Effective Strategies, Personal And Business Risk Protection.

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