Your adviser.
If you don’t have a Financial Prosperity for life plan in place, a few negative things will happen…
Morris La Spina
AdvDip FinPlan, GradCertAppFin, Dip. Finance and Mortgage Broking Management.
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 sports remedial massage, 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 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.”
Anthony Ciancio
“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”