Robert Lattanzi, AFP®

Name Robert Lattanzi AFP®
Address Level 2, 115 Pitt Street
Sydney, NSW 2000
Phone 0434735032

Robert is licensed and extensively experienced to provide you advice on an array of services including: DIY Self Managed Super Funds (SMSF) & Small APRA Funds (SAF), Direct Equities, Direct Fixed Interest, Superannuation, Retirement Planning, Taxation, Trusts, Full service financial management, Estate planning and administration, Philanthropy, Asset protection and risk insurance.Key accountabilities:• Provision of independent and holistic financial advice• Specialising in tailored full service financial advice• Advice on direct Australian equities• Advice on direct fixed interest• Advice on direct unlisted property• Advice on SMSF’s and Small APRA Funds and other superannuation structures• Retirement planning• Wealth accumulation (Including DIY Borrowing in Super)• Derivatives (Company options and Self Funding Installment Warrants)• Investment, gearing and portfolio construction advice• Full service financial management• Inter-generational advice• Managed Discretionary Accounts• Advice on various trust structures• Advice on philanthropic trusts and strategies• Asset/wealth protection and risk insurance• Estate planning advice (via estate planning solicitors)• Accredited Significant Investor Visa Adviser (Visa 188)

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