passionate about indentifying your goals, clarifying your FINANCEs, and co-developing a plan to live the life you want.

My Top 3 Books to read

  • The 7 Habits of Highly Effective People by Stephen Covey

  • Mindset: The New Psychology of Success by Carol Dweck

  • Atomic habits by James Clear

Remo Venditti is accredited as a Certified Financial Planner (CFP), Certified Money Coach (CMC), and Chartered Accountant (CA).

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During my career in financial services, I have worked alongside many professionals in a collaborative manner which has allowed me to learn about implementing a vast array strategy to help my clients meet their diverse financial as well as lifestyle goals.
“Plans go wrong for lack of advice; many advisers bring success” is a quote that motivates me to have become a financial professional focusing on achieving your financial goals. In being a Goals Coach, I help a diverse range of clients across all walks of life to implement effective procedures to achieve their goals, no matter how big or small.

Outside of work I am a happily married resident of Joondalup with a growing family which love traveling and keeping active. I enjoy planning adventures with friends and family as well as taking part in bike rides, runs, and playing football whenever I get a chance.

my background

 

FINANCIAL ADVISEr/GOALS COACH/Mortgage Broker

Working alongside clients from all walks of life, I specialise in providing goals led financial planning advice. This approach starts with the end in mind and works towards achieving this in a structured, accountable manner. From those thriving in their careers, to growing families, to those considering retirement, I work in a collaborative manner to ensure clients have the right professionals required in their corner to enjoy the journey and achieve their goals.

FAAA CHAPTER COMMITTEE MEMBER (WA)

The Financial Advice Association Australia (FAAA) is the largest professional community of financial planners in Australia which represents over 9,000 members. FAAA members are committed to a code of ethics and professional conduct, so you can rest assured that they’ll do the right thing by you. Being a committee member in the Western Australian Chapter enables me to be at the forefront of implementing innovative changes for better client outcomes.

FINANCIAL ADVISER

Working as a financial adviser at AMP, at the time Australia’s biggest financial planning and wealth management company, I learned many aspects of how best to assist everyday people. As an adviser at a large institution working with corporate superannuation plans, I was able to understand the benefits and consequences of dealing with a larger corporate.

ADVICE QUALITY OFFICER

As an advice quality officer, I was responsible for ensuring advice was compliant and of a high standard to achieve the best client outcomes. Whilst in this role I worked with many different financial advisers incorporating the best of each into my own personal method of assist clients.

ACCOUNTANT

Graduating as an accountant and spending multiple years working as an accountant allowed me to understand managing finances inside-out. From dealing with large corporations to individuals, I am able to understand the financial health of my clients as well as their employers. Preparing countless financial reports and income tax returns allows me to optimise outcomes for my clients.

AUDITOR

As a financial auditor, I have audited many organisations, trust accounts, self-managed super accounts and non for profits and in doing this I had to ensure generally accepted accounting principles (GAAP) and International Financial Reporting Standards (IFRS) were accurately used. In doing this I have learned to ensure that a methodological approach is used in preparing the financial reports so that they are compliant as well as understandable to stakeholders in interpreting the financial results and associated notes.