Vince Novelli

CTA, CPA, CFP®, SSA®, F FIN, MSIAA, GAICD
Private Wealth Adviser

Background

Vince leverages a diverse financial background encompassing merchant banking, treasury, commercial banking, and foreign exchange. His expertise extends to Australian and international taxation, informed by specialised research and complex client engagements.

Vince also possesses significant risk management experience, including crafting insurance contracts and negotiating with underwriters. In his financial planning practice, Vince analyses assets, liabilities, income, and expenses to achieve client objectives. He formulates tailored recommendations, presented in Statements of Advice with five-year cash flow budgets and asset registers. He guides clients through major decisions-home purchases, education funding, and retirement planning.

Vince incorporates risk/reward analysis, market conditions, and timelines, ensuring comprehensive financial plans and client confidence.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Professional Diploma in Stockbroking
  • Graduate Diploma in Applied Finance and Investment Graduate
  • Diploma of Financial Planning
  • Diploma of Tax Law
  • Bachelor of Business

Certifications

  • Certified Financial Planner
  • Certified Practising Accountant
  • Chartered Tax Adviser
  • Registered Tax Agent
  • SMSF Specialist Adviser
  • Margin Lending

Areas of Advice

  • Asset allocation
  • Financial advice
  • Investment strategies

Office

Melbourne
Level 22/35 Collins St Melbourne VIC 3000
(03) 9608 4111
melbourne@ords.com.au

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