Steve Crescitelli
Director & Financial Adviser at Argent Wealth- Claim this Profile
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Bio
Experience
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Argent Wealth
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Australia
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Financial Services
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1 - 100 Employee
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Director & Financial Adviser
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Nov 2017 - Present
Argent Wealth provides comprehensive strategic and tailored investment advice to individuals and families. Argent Wealth provides comprehensive strategic and tailored investment advice to individuals and families.
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Commonwealth Bank
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Australia
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Financial Services
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700 & Above Employee
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Private Wealth Manger | Strategic Advice
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Jul 2007 - Nov 2017
Providing relevant information and quality advice on a holistic range of investment services, products and innovative solutions to my clients, including: direct equities, margin lending, hybrids, listed investment vehicles, managed funds, equity derivatives, structured products, cashflow management, financial modelling, tax-effective wealth accumulation strategies and retirement planning advice. Providing relevant information and quality advice on a holistic range of investment services, products and innovative solutions to my clients, including: direct equities, margin lending, hybrids, listed investment vehicles, managed funds, equity derivatives, structured products, cashflow management, financial modelling, tax-effective wealth accumulation strategies and retirement planning advice.
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Commonwealth Bank
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Australia
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Financial Services
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700 & Above Employee
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Financial Adviser
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2002 - 2007
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Education
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1996 - 2000
University of Adelaide
Bachelor of Economics -
2004 - 2005
Deakin University
Certified Financial Planner -
2002 - 2004
Deakin University
Diploma of Financial Planning
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