Alessandro (Alex) Vagliviello – Managing Director
Principal of Charles Alexander Financial Services, Alex Vagliviello has been appointed as Managing Director of the UFAA Ltd and is also the Chairperson of the UFAA Management Committee.
Like all the other Committee members, Alex is passionate in helping preserve the credibility of advisers nationally – and he is particularly committed to helping the UFAA in its quest to establish a forum to promote advocacy and provide a clear understanding to our policy-makers that individual practice business operators are fundamental to a sustainable financial services industry.
Mr. Vagliviello, who joined the UFAA in January 2019, is honored to be a part of the UFAA and is looking forward to the challenges that lie ahead.
He has a clear understanding of the turmoil the industry finds itself in and the knowledge, he has gained over the past 30 years places him in a strong position to clearly articulate adviser’s collective concerns and views to remedy some of the misunderstandings that prevail in the community.
Robert Porte – Executive Director
Mr. Porte became a Board Director effective January 2020 and is a Financial Adviser with Wealthporte Financial Group with over 33 years of experience. He is a Chartered Tax Adviser (CTA) and SMSF & Estate Planning Specialist, Adviser.
He is passionate about providing access to cost-effective financial advice for all Australians.
In this era of unprecedented change, he suggests, collaborative support is required not only to influence policy but prevent the dominance of the institutions, and the demise of the advice industry.
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