Livio Caiolfa | Private Client Adviser
I have worked in the Finance industry since 2001 within Financial Planning, Investment Advisory and offshore trustee businesses.
Prior to joining Prime Financial Group Ltd, I worked with High Net Worth clients both here in Australia within the Commonwealth Bank’s Private Banking arm and overseas with a UK based off shore trustee company.
My diverse experience enables me to work with clients of varying needs and in conjunction with their other Professional Advisers. I have in-depth knowledge and experience with Self Managed Super Funds. I also understand the complexities of wealth creation and asset protection along with the transfer of ownership for business owners and families.
I am able to assist clients with comprehensive strategic and investment advice.
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