Rocca Advisory offers a range of financial planning services to personally cater for every clients' individual needs and help you reach your goals. We undergo lengthy personal fact finds to determine all relevant information in order to analyse and give you tailored financial advice in your best interests.
Rocca Advisory is licensed to provide advice in:
- Self-Managed Superannuation Funds
- Basic Deposit Products
- Life Risk Insurance Products
- Investment Life Insurance Products
We can help you with choosing your most suited superannuation product and strategy, retirement planning, organise your preferred pension payout and tax minimisation.
For more information please read the financial services guide
for Rocca Advisory - Pat Rocca:
Rocca Advisory Pty Ltd, Corporate Authorised Representative Number 1243479, ABN 50 609 850 259 and Pasquale Rocca, Aurhorised Representative Number 1243478, are Authorised Representatives of Accountable Financial Solutions Pty Ltd, ABN 36 146 520 390, AFSL Number 409424.