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Joe Miasi Miasi

Ultimum Financial

Gold
16 Yrs Experience
West Perth, WA 6005

I am the Principal Financial Planner at Ultimum Financial Services, a business I started in 2011. I have worked in the financial services profession since 2006. In that time I've been fortunate enough to have worked and learned from some of the best people in the profession. The experience has allowed me to set up a business that draws on these positives.

Clients put a huge amount of trust in their Financial Planner to manage their wealth and lead the way to acheiving their financial and personal goals. I value and respect this trust as I believe it is the most important factor in any relationship. Ultimum Financial Services is founded on this solid bedrock, clients trust is rewarded with the optimal service and peace of mind they deserve.

I provide tailored advice to clients with a range of financial needs including but not limited to Insurance, Investments, Superannuation, centrelink, estate planning and Debt Strategies. Particular specialities are cashflow management and in Self Managed Superannuation Funds.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Ultimum Financial

Level 1, 38 Richardson St
West Perth, WA 6005

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135