Christian Beltrame, Ca

Christian Beltrame, Ca Email and Phone Number

Financial Advice, SMSF and Superannuation Strategist - RCB Advisors @ RCB Advisors - Chartered Accountants
melbourne, victoria, australia
Christian Beltrame, Ca's Location
Greater Melbourne Area, Australia
About Christian Beltrame, Ca

From the moment I saved up for my first CD player and golf clubs in my youth, I had an increasing interest in managing my own personal finances. It therefore seemed natural in a field I was passionate, disciplined and knowledgeable about, to pass on these skills to others through the provision of Financial Advice.I started my working life as a Tax Accountant funnily enough. Working in the Tax Division of KPMG increasingly harnessed my skills in researching tax issues and providing solutions to clients. But I was being drawn to dealing with managing personal financial matters and meeting personal financial objectives rather than those at a corporate level. An overlap between accounting and financial advice felt like it was in the wings.A few years later and I am now working in the best of both worlds – providing financial advice.There are not many financial advisors that are also Chartered Accountants. It’s a body I am proud to be a part of with its widely acknowledged levels of professional training and education. Within an industry where some are increasingly and rightly sceptical of, I, as a member of the Accounting Institute providing financial advice, must adhere to professional standards greater than those required by most other financial planners. As such, my levels of advice are by default required to be of a higher standard. Financial advice is the domain of trusted Accountants in my view and I consider it a duty to be requested to assist them deal with their financial affairs. In this sense, I try to keep it as simple as possible for my clients, as in most cases that’s all it needs to be!

Christian Beltrame, Ca's Current Company Details
RCB Advisors - Chartered Accountants

Rcb Advisors - Chartered Accountants

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Financial Advice, SMSF and Superannuation Strategist - RCB Advisors
melbourne, victoria, australia
Website:
rcbadvisors.com
Employees:
5
Christian Beltrame, Ca Work Experience Details
  • Rcb Advisors - Chartered Accountants
    Director
    Rcb Advisors - Chartered Accountants Jul 2016 - Present
    Hawthorn East
    We provide non-product driven advice to the specific needs of individuals (rather than the mass market) and where specialist personal and corporate tax matters can be dealt with to meet all, not part of the needs of clients. Also provide Self Managed Superannuation Fund (SMSF) assistance for those that needed some guidance.
  • Bkm Financial Services
    Financial Advice And Superannuation Strategist
    Bkm Financial Services Aug 2012 - Jun 2016
    Camberwell
  • Paradigm Wealth
    Adviser
    Paradigm Wealth Feb 2010 - Aug 2012
    Melbourne, Australia
  • Grant Thornton
    Head Of Paraplanning
    Grant Thornton Aug 2008 - Feb 2010
    Melbourne, Australia
  • F W Holst
    Paraplanner
    F W Holst Aug 2005 - Aug 2008
    Melbourne, Australia
  • Kpmg
    Senior Accountant
    Kpmg Mar 2000 - Aug 2005
    Melbourne, Australia
    KPMG is one of the Top 4 accounting firms providing high quality audit, tax and advisory services. As a member of the Tax Division, I was involved in the provision of various pieces of tax advice from GST, Research and Development tax concessions, indirect tax incentives, stamp duty etc. I completed my Chartered Accountancy studies whilst at the firm and was given significant training and grounding across all tax issues in order to identify for specialist groups. I could not have asked for a more professional business training ground than my time at KPMG and it spring-boarded a large number of skills that I use indirectly in my current field.

Christian Beltrame, Ca Skills

Retirement Planning Superannuation Investments Smsf Financial Advisory Strategic Financial Planning Wealth Management Wealth Estate Planning Financial Planning Investment Planning Risk Management Pensions Investment Strategies Tax Investment Advisory Asset Allocation Financial Planners Relationship Management Time Management Strategic Communications Management Of Staff High Net Worth Individuals Tax Advisory

Christian Beltrame, Ca Education Details

  • Institute Of Chartered Accountants
    Institute Of Chartered Accountants
  • Kaplan
    Kaplan
    Graduate Diploma Of Applied Finance
  • University Of Melbourne
    Bachelor Of Commerce (Bcom)
  • Xavier College
    Xavier College
    Vce

Frequently Asked Questions about Christian Beltrame, Ca

What company does Christian Beltrame, Ca work for?

Christian Beltrame, Ca works for Rcb Advisors - Chartered Accountants

What is Christian Beltrame, Ca's role at the current company?

Christian Beltrame, Ca's current role is Financial Advice, SMSF and Superannuation Strategist - RCB Advisors.

What schools did Christian Beltrame, Ca attend?

Christian Beltrame, Ca attended Institute Of Chartered Accountants, Kaplan, University Of Melbourne, Xavier College.

What skills is Christian Beltrame, Ca known for?

Christian Beltrame, Ca has skills like Retirement Planning, Superannuation, Investments, Smsf, Financial Advisory, Strategic Financial Planning, Wealth Management, Wealth, Estate Planning, Financial Planning, Investment Planning, Risk Management.

Who are Christian Beltrame, Ca's colleagues?

Christian Beltrame, Ca's colleagues are Rajesh Chawla, Penny Jenkins.

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