Jean was appointed Chief Executive Officer (CEO) of Refalo Advocates in November 2019.
He has around 20 years of experience in wealth management having held a number of senior management positions within the international financial services sector. Jean’s background involves cross-border investment and tax planning strategies, specifically structured to suit the requirements and objectives of high net worth individuals. These strategies include cross-border taxation, investment management, succession planning, trusts and other services that are used to preserve and create wealth for individuals and their families.
Educational Achievements
Jean is a qualified Financial Adviser holding a Diploma for Financial Advisers (DipFA) as well as a Diploma in Business Administration.
Languages
Maltese, English and Italian
