If you don’t have a Financial Prosperity for life plan in place, a few negative things will happen…
Morris La Spina
GradDipFinPlan, GradCertAppFin, AdvDip FinPlan,
Introducing Morris La Spina –Acquaint Private Wealth Management (FP) (Est 2018)
I am someone who is fiercely passionate about helping my clients with their superannuation, investments, insurances and retirement, and who – with a young family – enjoys a healthy work/life balance. I am passionate about my business and my clients.
Born and raised in Melbourne (Fitzroy North), after completing school, I have been lucky enough to have a variety of work experiences including hospitality and IT. I entered the finance profession in 2006, working as a mortgage broker. During my time in the bank environment, I saw first hand how important proper financial strategy is to every day Australians. This gave me a drive to further my career and make the decision to enter financial advice. In 2018, I established my current business – Acquaint Private Wealth Management.
Outside of the office I will likely be found spending time with my young family out and about at the park, beach or by the pool. I enjoy keeping fit by playing competitive Squash and getting out on my bicycle most weekends.
Convenient locations in Hawthorn, Melbourne CBD and Brunswick East.
Feedback & Reviews
“Had a broken collarbone from a bicycle accident and my policy paid out a benefit and some time off work income losses. Settled within a week of submitting final documents for my claim. As my wife said “the process was painless”, I would have agreed 100%, except for my broken shoulder.”
“Morris really cares for his clients and is very knowledgeable within the finance industry. All of my enquires have been responded to promptly and I am very happy with his service. Thank you”.
Elizabeth - Melbourne
“Morris is amazing and easy to deal with. he always explains the process and the next steps for me, so that I understand my options and gain confidence in moving forward.
He’s helped me get my finances on track and unpack my vision to set myself up for the future”