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Flavio Moretto

Flavio Moretto

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location of Flavio MorettoOria, Apulia, Italy

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  • Timeline

  • About me

    Mortgage advisor for foreigners in Italy - Financial Advisor - Insurance Broker - Family Officer - Writer Freelance

  • Education

    • Conseguimento della certificazione Efpa ESG Advisor

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    • IVASS

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      Superamento esame RUI per iscrizione in A e B Iscrizione RUI n. B000609294

    • Iscrizione OAM

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      Activities and Societies: Promotore Creditizio Auxilia Finance - n° iscrizione OAM M21

    • OCF Organismo di vigilanza e tenuta dell'albo unico dei Consulenti Finanziari

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      Superamento esame per iscrizione (in corso) in OCF 96/100

    • Superamento esame per - Agente in Attività Finanziaria - sessione 25/2022 presso OAM

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    • ANRA

      2020 - 2020
      Corso ALP presso ANRA Milano per la formazione della figura professionale del Risk Manager Superamento esame finale del corso formativo ALP presso ANRA in Milano

    • FERMA

      2020 - 2020
      FERMA Rimap Certified Certificazione Professionale per Risk Manager

    • Università degli Studi di Lecce

      2000 - 2004
      Laurea Beni Culturali Lettere/Studi umanistici

      Activities and Societies: Università degli Studi Lecce

  • Experience

    • Oikos Immobiliare

      Jan 2008 - now

      Property in Italy selected by Oikos Immobiliare estate agency based in Puglia specialised in houses in Italy, in Puglia and Salento area, and international real estate.Italian property includes house for sale, italian villa, farm houses in Puglia, the typical Trulli houses, and luxury real estate.The agency is equipped with professional resources within all the areas needed during the house buying and property management. With our depth knowledge of italian market and dynamics we can assist our customers with tailored services which are usually outsourced, in other words Oikos Immobiliare provide value-added services at their fingertips. Internationally we co-operate with trustworthy estate agencies and brokers who can assist you during the complete purchase process. Show less

      • Real estate agent

        Jan 2008 - now

      • Real Estate Broker

        Jan 2008 - now

    • IBBC Brokers

      Feb 2019 - now
      Insurance Brokers

      Insurance Brokers

    • FM Consulting

      May 2022 - now
      Financial Advisor

      financial & insurance consulting - mortgage advice for foreigners in Italy - risk consulting

    • Lecce Courthouse

      Jan 2024 - now
      Lay judge

      Lay Judge on the Roll for the Court of Assize and Appeal - Lecce Courthouse

    • Family Office Magazine

      Mar 2024 - now
      Guest Writer

  • Licenses & Certifications

    • Consulente Finanziario Autonomo

      OCF
      May 2022

    • Iscrizione RUI sezione B

      IVASS
      Sept 2018

    • CERTIFICAZIONE FERMA RIMAP

      FERMA Risk Leadership at the heart of Europe
      Dec 2020

    • ANCP - Associazione Nazionale Consulenti Patrimoniali

      ANCP - Associazione Nazionale Consulenti Patrimoniali

    • ALP ANRA

      ANRA Associazione Nazionale Risk Manager e Responsabili Assicurazioni Aziendali
      Dec 2020