Financial Planner Melbourne
(B.Bus Economics & Finance, Dip.FS Financial Planning)
Senior Financial Planner
Melbourne based Financial Planner
Hugo joined LifeTime Financial Group in 2004 and has 10 years’ experience in the financial planning industry.
Hugo holds a Bachelor of Business degree with a double major in Economics & Finance from Melbourne’s RMIT University.
Hugo’s areas of expertise include personal risk insurance, superannuation and retirement planning. By holding strong relationships with key professionals such as mortgage brokers, accountants and lawyers, this allows Hugo to offer holistic advice to develop meaningful and ongoing client relationships.
Having also completed a Dip. Financial Services in Financial Planning, Hugo is committed to ongoing education and is currently an Authorised Representative of Advice Evolution Pty Ltd.
With a strong background, education and grasp of financial planning, Hugo is committed to provide clarity of goals with meaningful outcomes.