Giuseppe Calisi

Name of the business: Tea Tree Wealth; Type of business: Financial Advisor / Financial Planning; The address of the business: CoWorking Barsento 10, Via Barsento, 10 70017 Putignano (BA) - Italy; The nature of the other business: It is a solo financial advisory practice offering investment and financial recommendations to private clients. The target clients are professionals and families with young children between 30 and 55; Position Title: I am the owner and solo advisor of the business; Title, or relation with the other business: Tea Tree Wealth is completely independent from Dunhill Financial and from my role at Dunhill Financial. There are no intersections of clients; Start date of your relationship: Tea Tree Wealth launched on 03/27/2023; The approximate number of hours/month you devote to the other business: 40-45 hours per month; Description of the duties relating to the other business: Being a solo owner I am responsible for client acquisition, onboarding, compliance, portfolio management (without asset custody), marketing, and market research. I do use a portfolio management software whose provider offers some investment research capabilities.