Andre Dimatteo profile photo

Andre Dimatteo

South Eastern Wealth

Silver
8 Yrs Experience
Beulah Park, SA 5067

Plus Seven Financial Management is a premier Financial Planning practice, located in Rose Park.

As a premier wealth partner, we work in conjunction with our clients to align their finances with what's important to them and ensure they are on the path towards financial success - whatever that means!

Our wealth boutique is uniquely positioned to provide holistic and tailored financial planning solutions with a focus on client outcomes, personal and attentive service.

With an in-house accountant, we're able to provide a full suite of wealth management services.

As a holistic wealth management practice, our advisers address all areas of advice including: Budgeting & Cash flow Control, Tax Effective investing, Portfolio Construction, Investment, Life and Income Protection insurance, Superannuation, Retirement Planning, Centrelink and Aged Care Solutions

Andre is proud to be a member of the Financial Planning Association (FPA) as a Financial Planner AFP ® and member of the Association of Financial Advisers (AFA) along with a Bachelor of Accounting (Corporate Finance).

At a glance

  • Adviser status Silver
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Accounting)
  • Language spoken
    • English

South Eastern Wealth

226 Magill Rd
Beulah Park, SA 5067

Licensed by

Lifespan Financial Planning

AFSL 229892