With more than 25 years of experience in the private banking and financial services industry, Louie is a highly respected Senior Private Wealth Adviser dedicated to delivering strategic personalised financial advice.
His extensive career has been defined by a commitment to helping clients achieve long-term financial security through disciplined planning, informed investment strategies, and a deep understanding of complex financial landscapes. Throughout his career navigating economic cycles, Louie has built enduring relationships based on trust, transparency, and performance. His clients value his depth of knowledge, strategic insight, and focus on achieving their financial success.
Louie specialises in strategic financial planning, with expertise in superannuation, self-managed super funds (SMSFs), and retirement planning, tailoring solutions that evolve with client needs and market conditions. Drawing on his experience, he provides asset allocation guidance and investment advice across diverse asset classes, grounded in rigorous analysis and risk management. He is also a member of the Financial Advice Association Australia (FAAA).
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