Welcome to RCB Wealth Advisors

At RCB Wealth Advisors, we are proud of our team of experienced professionals who provide the highest quality superannuation and wealth management services.

We are passionate about helping our clients reach their financial objectives, and always go the extra mile to exceed expectations. We are devoted to helping our clients achieve success, and build a brighter future.

Meet Our Advisors

RCB Wealth Advisors is privileged to have an experienced team of advisors in superannuation and wealth management services.

Our dedicated team of advisors is passionate about helping clients reach their financial objectives. We love what we do, and this is reflected in our work and the results we achieve for our clients. Whatever your needs, RCB Wealth Advisors are here to help.

Christian Beltrame

Christian Beltrame, Founding Partner of RCB Advisors

Christian is a founding partner of RCB Advisors, specialising in providing financial and superannuation advisory services to the specific needs of individuals, rather than the mass market

Christian is the director of RCB Wealth Advisors Pty Ltd and brings almost 27 years of experience to RCB Advisors, spanning across the accounting and wealth management industries.

Christian's speciality lies in providing financial and superannuation advisory services to the specific needs of individuals rather than the mass market. This can include providing one-off or ongoing advice about the most appropriate superannuation vehicle, investment and risk management strategies. This usually dovetails into other financial advice issues for clients, including estate planning, tax planning and even financial coaching and education.

It often involves providing Self-Managed Superannuation Fund (SMSF) assistance for those who need guidance.

The natural fit of accounting origins and financial advice experience allows a seamless crossover between the 2 professions, enabling the identification of relevant issues and implementing solutions through a one-stop shop approach.

Christian enjoys watching Hawthorn win premierships, playing chess, watching Italian movies and homeschooling children during a pandemic!

Areas of practice:

• Strategic Superannuation Advice
• Retirement Planning
• Self-Managed Superannuation Funds
• Risk Management and
• Asset Protection Estate Planning

Qualifications and memberships

• Bachelor of Commerce at University of Melbourne with majors in Finance and Psychology
• Chartered Accountant, Member of the Chartered Accountants Australia and New Zealand
• Graduate Diploma of Applied Finance majoring in Financial Planning – Kaplan
• Certificate of Public Practice
• Registered Tax Agent for Financial Advice
• FASEA approved Ethics andProfessionalism unit.
  

E porygenzr@eponqivfbef.pbz.nh

T +61 3 9882 0533

Our Core Values

At RCB Advisors, we believe in a set of personal and professional values. These values include Respect, Regard, Integrity, Ethics, Professionalism, Commitment, and hard work. We strive to provide our clients with the best advice and guidance when making decisions that involve their business and financial security.

Our Mission at RCB Advisors

Our mission is to offer complete and practical solutions that fit our clients' needs. At RCB Advisors, we are committed to helping our clients achieve their financial goals and objectives. We strive to do this through building trusted relationships each day, while making a positive difference to our community.