Anita Vallelonga

Private Wealth Adviser

“I’m passionate about being my clients trusted adviser, to be their sounding board and provide them with a structured plan and peace of mind.”

Anita is a qualified Financial Planner with over 10 years of experience in the financial services industry. Anita specialises in strategic and investment advice that covers the scope of her client’s financial needs. She works with her clients to identify their key values and goals and tailors financial strategies that achieve these outcomes.

Areas of expertise

  • Wealth Accumulation & Cashflow Management
  • Retirement Planning
  • Self-Managed Super Funds & Family Trusts
  • Impact, ESG & Thematic Investments
  • Investment Portfolio Construction
  • Financial education
  • Philanthropy including Private Ancillary Funds

Anita Vallelonga loves

  • Snorkelling at Shelly Beach and scuba diving in clear tropical waters
  • Cooking Italian food for my close friends and family
  • Learning and gaining new perspectives through travel, reading and podcasts

Qualifications

  • Bachelor of Business & Bachelor of Computing
  • Diploma Financial Planning
  • Accredited Self Managed Superannuation Fund (SMSF) Adviser

Membership & associations

  • Financial Planning Association of Australia (FPA)

Areas of expertise

  • Wealth Accumulation & Cashflow Management
  • Retirement Planning
  • Self-Managed Super Funds & Family Trusts
  • Impact, ESG & Thematic Investments
  • Investment Portfolio Construction
  • Financial education
  • Philanthropy including Private Ancillary Funds

Qualifications

  • Bachelor of Business & Bachelor of Computing
  • Diploma Financial Planning
  • Accredited Self Managed Superannuation Fund (SMSF) Adviser

Membership & associations

  • Financial Planning Association of Australia (FPA)

Anita Vallelonga loves

  • Snorkelling at Shelly Beach and scuba diving in clear tropical waters
  • Cooking Italian food for my close friends and family
  • Learning and gaining new perspectives through travel, reading and podcasts

“Anita has consistently shown incredible professionalism but at the same time personable for us to feel secure in sharing our and the foundation’s thoughts and values. She has always impressed us with her high values of service and expertise, particularly in the impact, thematic and ESG areas which were all recommendations that we have taken on thanks to her hard work.”