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VerifiedFinancial Services· Founded 1991

Required Financial Services

Entrusted for 33 years with the financial well-being of thousands of successful Australians, Required has ensured that all of them enjoy the bright and prosperous future that they deserve. ABOUT US In 1991 Anthony D’Alessandro established Required Financial Services based on his Italian family values: to look after people like family and to help them with care and integrity to best manage their finances. These virtues have become the heart and soul of the company. Each member of our team has considerable years of experience and expert knowledge in many areas of financial services, and all uphold the Required tradition of building a personal relationship based on trust and availability. OUR VALUES Anthony believes that those who work hard should be rewarded with the best in life. Required strives hard to make sure that every one of our clients reaches or exceeds their goals. 30 years on, those values are even stronger, with the Required family now ten people strong going out of their way to make sure that more than 250 clients can receive the best financial advice and meet their goals and thrive. OUR MISSION The Required team is skilled and dedicated towards achieving one aim: To help you reach your financial goals. We take the time and care to get to know you, your needs, and your goals. We tailor a plan to ensure your needs and goals are implemented with accountability. OUR SERVICES We offer tailor-made financial planning, borrowing, investment, and superannuation advice with our expertise in- Property Finance - Financial Planning & Advice*- Superannuation Advice*- Retirement Planning*- Life Insurance*- Wealth Creation & Management* NOTE: The services marked * and all Financial Planning Advice is by Required Financial Services Pty Ltd in its capacity as a Corporate Authorised Representatives of ASVW Financial Services Pty Ltd, ABN 27 007 261 083, AFSL No.

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HeadquartersMelbourne, AustraliaEmployees4(11 to 50)Founded year1991Websiterequired.com.auLinkedIn profileLinkedIn

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Top roles at Required Financial Services

3 distinct titles indexed · top 3 shown.

  • 2client service officer - financial planning & finance
  • 1cso assistant
  • 1customer service officer

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