The Financial Planning Association of Australia The Financial Planning Association of Australia

Robert Lattanzi, AFP®


Name Robert Lattanzi, AFP®
Company CBD Advisory
Address Westfield Tower 2 Suite 1501A Level 15
15 Grafton Street
Bondi Junction, NSW 2022

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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