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