MEET LUCIANO BENADÉ

Luciano is a dynamic, specialist wealth manager with client service at the core of his practice. He has a passion for his profession and the development of strategies to assist his clients in achieving their desired financial goals in terms of investment and risk planning, with a holistic wealth management approach.  Luciano holds a postgraduate qualification in Financial Planning Law from the University of the Free State and is a Certified Financial Planner (CFP®) – Professional with the Financial Planning Institute (FPI) of South Africa.

Luciano is responsible for the structuring and implementation of sustainable bespoke solutions, post the outcome of a holistic analysis in order to address client financial needs. Post implementation, Luciano is responsible for managing the applicable implemented solution relative to fluctuating client needs in order to ensure that the initially implemented structure remains relevant to the actual desired outcome of the client.

EDUCATION AND EXPERIENCE ​
Postgraduate – Financial Planning Law
(University of the Free State)
 
Financial Planning and Services
2004 – 2008

Financial Advisor – ABSA Financial Advisors
2004 – 2011
 
Specialist Financial Advisor – Efficient Wealth
2011 – Present
HONOURS AND AWARDS ​

Advisor of the year (2012) – Efficient Wealth
Advisor of the year (2013) – Efficient Wealth
Advisor of the year (2014) – Efficient Wealth
Advisor of the year (2015) – Efficient Wealth
Advisor of the year (2016) – Efficient Wealth
Advisor of the year (2017) – Efficient Wealth
Advisor of the year (2018) – Efficient Wealth
Advisor of the year (2019) – Efficient Wealth
Advisor of the year (2020) – Efficient Wealth
Advisor of the year (2021) – Efficient Wealth
Advisor of the year (2022) – Efficient Wealth
Advisor of the year (2023) – Efficient Wealth