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Steve Piacenti APFS - DGS Chartered Financial Planners

Steve Piacenti APFS

About me

I am a Chartered Financial Planner predominantly providing advice to high net worth individuals with more complex financial planning requirements.  I specialize in offering solutions for wealth creation, wealth preservation, inheritance tax planning and options in retirement.  In particular, I have been providing advice to individuals in higher education and medicine since 1993.

My history

I joined the financial services industry in 1986 as a District Agent with Prudential.  During a highly successful career, I was promoted to Life Inspector and then to Senior Financial Consultant.  I left Prudential in 1999 to set up DGS Independent Financial Advisers with my business partner and long time colleague, Doug Walker.  In 2011 I  gained Chartered Financial Planner status.  This qualification has helped me to deliver holistic advice to individual clients – ensuring that all areas of financial planning work in synergy to achieve client objectives

My qualifications

Advanced:

  • AF1 – Personal tax and trust planning
  • AF3 – Pension planning
  • AF4 – Investment planning
  • AF5 – Financial planning process
  • R08 – Pensions update
  • J01 – Personal tax
  • J02 – Trusts
  • J04 – Pension funding options
  • J05 – Pension income options
  • J06 – Investment principles, markets and environment
  • CF2 – Investment and risk
  • FPC – Financial Planning Certificate