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Rudy has over 10 years’ experience in the financial services industry, having worked for various global financial institutions and boutique firms. He is passionate about educating and assisting clients to identify and achieve their lifestyle and financial goals.
Rudy specialises in both pre- and post-retirement planning. He genuinely enjoys the process of getting to know his clients, understanding their needs and objectives, and working closely with them to design a bespoke financial solution with the aim of optimising their financial positions and achieving success.
CERTIFIED FINANCIAL PLANNER® (CFP)
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Bachelor of Commerce (Finance)