Alberto Diez

“Building strong client relationships and delivering tailored financial strategies are at the heart of what I do. Seeing my clients succeed financially is my greatest reward.”

Alberto Diez began his career in financial services in 2004, moving into the role of Financial Adviser in 2010. He is known for his proactive and success-driven approach, combining strong analytical skills with excellent interpersonal strengths. With over a decade of experience, Alberto has built a reputation for developing and implementing strategic solutions that help clients achieve their long-term financial goals.

Throughout his career, he has worked with a diverse range of clients across wealth management, financial planning, SMSF advice, and retirement planning. He is recognised for his ability to drive profitability outcomes while building strong client relationships. His background in business and sales strategy development has also contributed to his effectiveness in guiding clients toward financial success.

Alberto is passionate about financial planning because it allows him to positively impact his clients’ lives. Knowing that his strategies contribute to their financial security and overall well-being is what motivates him each day. His client-first approach ensures that he tailors solutions to meet their specific needs and aspirations.

Outside of work, Alberto enjoys spending time with his three young children and following European football. He values maintaining a balanced lifestyle that allows him to excel in both his career and personal life.

Make an appointment with Alberto in our Sydney office today, to discover how our financial planning and accounting team can make THE difference to your financial future.