Matteo Valentini
Senior Wealth Adviser at Canaccord Genuity Australia
Based in Sydney, Australia
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Seniority
Staff
Department
Finance & Accounting
Location
Sydney
Industry
Financial Services
Company size
360
Contact information
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m•••••••@canaccordgenuity.com
Phone
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Background
About Matteo Valentini
Working with a team of investment advisers and financial planners, I partner with clients to develop investment strategies, considering their specific situation goals and tolerance to risk. These clients include wholesale/retail Investors, NFPs, Business Owners, HWN family groups and others. Skillset includes: • Investment Management (direct equities, managed funds, model portfolios, ETF’s, ESG responsible investing, unlisted investments, corporate actions); • Investment Strategy (asset allocation & portfolio construction); • Early-stage opportunties and corporate offerings (IPO's and Share Placements); and • Strategy (super, SMSF, retirement planning). If you would like to know more, please reach out for chat (0459 136 776) mvalentini@cgf.com.
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