Renato Lovisa

Renato has been working in the Financial Services Industry since February 2013.

Before becoming a Financial Adviser, Renato gained valuable experience over six years in both Client Relationship Management and Paraplanning roles within financial planning practices. During this time, he developed a strong passion for helping individuals and families achieve both their financial and personal goals. This background also helped him build deep technical knowledge and a strong client-centric approach.

Renato holds a Bachelor’s Degree in Economics of Enterprises and Markets and a Specialist Degree in Economics. He has also completed a Graduate Diploma of Financial Planning, obtained Kaplan-accredited certifications in Tax for Financial Advising, Estate Planning, and Commercial Law, underscoring his dedication to continuous learning and professional excellence.

Clients often describe Renato as approachable, clear, and easy to work with. He takes pride in explaining strategies in a straightforward, relatable way while ensuring that his clients feel informed, supported, and confident at every step of the advice journey.

Renato understands that seeking financial advice can sometimes feel overwhelming. His goal is to create a positive and engaging experience from the very first meeting. By taking the time to understand your current situation and what matters most to you, Renato will help you define your short, medium, and long-term goals — and work with you to make well-informed decisions for a more secure financial future.