Melbourne based Financial Planner
Hugo re-joined LifeTime Financial Group in 2007 having completed his degree (double major in Economics & Finance from Melbourne’s RMIT University) and has accumulated more than 15 years’ experience in the financial planning industry to date.
Hugo shares his passion for financial strategy with clients in an engaging and easy to understand way continuing his commitment to provide open and honest advice focusing on client’s best interest.
Drawing on many years of experience and education Hugo partners with his clients ensuring clarity of goals with meaningful outcomes while providing unaligned, fee for service advice.
Hugo was awarded Advice Evolution’s Adviser of the Year in 2016 & again in 2017 which recognises Hugo’s outstanding commitment to his clients, the financial planning industry & his local community.
He holds a Bachelor of Business degree in Economics & Finance, a DipFS in Financial Planning and is a senior financial adviser, being an authorised representative of Advice Evolution.
Hugo also plays a major role in the management and development of LifeTime Financial Group and is committed to harbouring an engaging environment, not only for clients but for the business’s fantastic staff.
Hugo also holds a seat on the board of Advice Evolution, a boutique Australian Financial Services Licensee (AFSL), with a growing national footprint of high-quality financial advisers. Advice Evolution (AE) offers a refreshing alternative to the institutionally-owned financial planning licensee model, including equity and control to its advisers.
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