Raimon originally worked as an accountant and started his career in the financial planning industry with MBA Financial Strategists in 2003 as a para-planner. Since that time, Raimon has worked with a wide range of private and corporate clients and, since becoming a director in 2007, has provided the business with leadership and strategic growth in service offering for the benefit of all of our clients.
Whilst providing advice on investments, superannuation, pensions and personal risk protection, Raimon specialises in providing small business owners and pre-retirees with advice on self-managed superannuation involving complex issues, with a focus on empowering his clients to build and protect their wealth to ensure they have enough funds to live the lifestyle they want in retirement. He is constantly striving to provide the best financial advice for his clients by understanding their individual needs.
Raimon is an authorised representative and credit representative of AMP Financial Planning Pty Limited. He holds the highest qualification in financial planning as a CERTIFIED FINANCIAL PLANNER® professional, as well as a Professional Certificate in Self-Managed Superannuation Funds from the University of Adelaide. He is also a member of the Financial Planning Association (FPA) and a past treasurer of the FPA in South Australia.
“The experience of working with Raimon has been a very positive one. He is approachable, explains things very clearly in an easy to understand manner. I find him to be professional and trustworthy. We wouldn’t be where we are today financially if it wasn’t for Raimon’s advice. He is very patient and explains our finances very clearly that gives us confidence and peace of mind. We can look forward to a very comfortable retirement thanks to Raimon and MBA Financial Strategists.” – Colleen and George aged 66 and 67 years
Make an appointment with Raimon.