Experience

Wealth Arena - Private Wealth Advisors

• Australia
• Financial Services
• 1 - 100 Employee

• Director, Private Wealth Advisor

  • Mar 2015 - Present

  Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management. The firm serves the needs of accomplished clients and guides them toward integrated wealth management solutions. Our integrated approach to wealth management means we: • Evaluate and coordinate investors’ life needs and financial goals • Manage investments and superannuation assets • Develop protection strategies to ensure the foundations of wealth are not compromised • Execute strategies to achieve specific goals This process gives our clients a clear understanding of where they are financially versus where they are headed. Whatever the market environment, we engage our clients in collaborative, in-depth discussion to gain clear understanding and develop integrated solutions. Many of our clients want to grow and protect their wealth as they prepare for retirement. Some seek strategies to transfer wealth to their family or business partners, or protect their financial position if life creates some challenges. Our goal is to help clients achieve these goals through long-term relationships based on trust, that provides our clients with peace of mind and time to pursue their passions. Wealth Arena - Plan | Protect | Prosper Giuseppe (Joseph) Cardamone and Wealth Arena Pty Ltd are Authorised Representatives of ASVW Financial Services Pty Ltd, ABN 27 007 261 083, AFSL 446176. www.wealtharena.com.au Specialties: Insurance, Superannuation, SMSF, Investments, Growing & Managing Wealth, Retirement Planning, Transition to Retirement, Debt Reduction Strategies Website: www.wealtharena.com.au



Westpac

• Australia
• Banking
• 700 & Above Employee

• Executive Financial Planner Private and Premium Financial Services

  • Jun 2009 - Apr 2015

  Providing Financial Strategies to High-Net Wealth individuals and families. Providing Financial Strategies to High-Net Wealth individuals and families.



Westpac Group

• Australia
• Financial Services
• 700 & Above Employee

• Executive Financial Advisor

  • Oct 2014 - Mar 2015

  Providing Financial Strategies to High-Net Wealth individuals and families. Providing Financial Strategies to High-Net Wealth individuals and families.



MenzClub Clothing Australia

• Manager/ Sales

  • Jan 1997 - Mar 2015

  Had to be very customer focused and learned to identify and discuss customer requirements while being attentive to customer needs. Achieved all team sales targets. Acquired deep product knowledge in order to provide excellent customer service. Performed merchandising/ordering/tracking of repairs/stock count and cash registor operations. Managed a team of 5 to make sure all sales targets were always being exceeded Organized functions & VIP nights for our clientele. Had to be very customer focused and learned to identify and discuss customer requirements while being attentive to customer needs. Achieved all team sales targets. Acquired deep product knowledge in order to provide excellent customer service. Performed merchandising/ordering/tracking of repairs/stock count and cash registor operations. Managed a team of 5 to make sure all sales targets were always being exceeded Organized functions & VIP nights for our clientele.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Financial Planner

  • Jan 2006 - Jan 2009

  Responsible for giving advice in all areas (Super, Investments, Retirement Planning & Protection) to clients based out of the retail branch network. Part of my role was the responsibility of mentoring two associates, this strongly enhanced my people management abilities. Responsible for giving advice in all areas (Super, Investments, Retirement Planning & Protection) to clients based out of the retail branch network. Part of my role was the responsibility of mentoring two associates, this strongly enhanced my people management abilities.



CBA

• Graduate Program

  • Jan 2006 - Nov 2006

  After finishing my degree, I was one of 20 candidates in Victoria to participate in the Commonwealth Banks graduate program. This gave me a great starting point into every division of banking and finance within the CBA. Later that year I was head hunted by ANZ to start my career as a financial planner. After finishing my degree, I was one of 20 candidates in Victoria to participate in the Commonwealth Banks graduate program. This gave me a great starting point into every division of banking and finance within the CBA. Later that year I was head hunted by ANZ to start my career as a financial planner.