Romeo Stefanutti

Experience

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  Momentum

  May 2000 - Jun 2002

  Financial Advisor

  Financial planning and advice.

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  Absa

  Jul 2002 - Aug 2004

  Financial Advisor

  Financial planning and advice.

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  Sanlam

  Aug 2004 - Sept 2008

  Financial Advisor

  Financial planning and advice.

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  Private

  Oct 2008 - Sept 2014

  Independent Consultant

  Financial planning and advice.

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  Global & Local

  Oct 2014 - Oct 2016

  Specialist Risk Advisor

  Risk assessment and advice.

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  Succession Financial Planning

  Oct 2016 - now

  During my time at Succession Financial Planning I had many roles, which ultimately were centred on..• Creating long lasting relationships with clients,• Providing solutions across various financial sectors, such as employee benefits, short-term insurance, investment planning and healthcare,• Helping clients map their business plan and plan their success• Providing independent investment solutions• Consistently review financial plans to ensure goals were being met • Estate planning – putting documents into the context of clients financial circumstances• Analysing insurance needs and looking at long-term care in relation to overall financial circumstances Show less

  • Financial Planner

    Oct 2016 - now

  • Wealth Advisor

    Oct 2016 - now
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  Holborn Assets LLC

  Jan 2018 - now

  Senior Associate Wealth Manager

  ‘To provide quality advice and service that will put the right money in the right place at the right time with integrity and respect for all.’Holborn is a global financial services group and a leading financial advisory firm based in Dubai. Established in the Emirates for over 20 years, the business has expanded to operate throughout Europe, the Middle East, Asia and Africa.A family owned and operated business, Holborn Assets has over 400 employees worldwide, including 120 financial advisers. Committed to delivering the best possible service, each adviser is trained and qualified to United Kingdom standards with many holding qualifications from the UK’s Chartered Insurance Institute (CII) or Chartered Institute of Securities and Investment (CISI).Holborn’s experienced team of professional advisers specialise in delivering clients quality, independent financial advice and services. Core areas of operation include: Independent Financial Services, Financial Solutions, Financial Planning, Wealth Management, Shariah Wealth, Currency Exchange, Employee Benefits, Management Services, Insurance, Investments, Protection & Insurance, Pensions, Mortgages, Offshore Services, Tax Planning, Will Writing, Pension Transfers, and QROPS.Holborn benefits from appropriate regulation in all their geographical areas of operation and has been operating successfully in the field of investments since 1998. Show less