Build a secure financial future with the guidance of our personalised advice on wealth creation, superannuation, retirement, estate planning and more.

Congratulations to our team members who have all passed their FASEA Standards Authority Financial Adviser Exam;

Tony Bongiorno, Jim Tsirtsakis, Nick Fennessy & Maria Doyle

FASEA’s standards help to ensure that your financial adviser is maintaining their knowledge through education and training while operating under a set of ethical standards and values.

The Financial Adviser Standards and Ethics Authority (FASEA) was established by the Federal government in April 2017 to set the education, training and ethical standards of licensed financial advisers in Australia. 

This requires all existing financial advisers to undertake a compulsory exam, partake in ongoing training, complete relevant qualifications as well as abide by a Code of Ethics.

 

 

Our expert advisers can create and help implement a customised, strategic financial plan with your priorities and goals in mind. We’ll help you create wealth, protect your income as well as plan your retirement. We’re here to not only help with your everyday needs, but to also make sure you’re confident as your financial situation becomes more complex and your career matures.

 

wealth creation

Our wealth creation experts can help choose on-target investment strategies that best suit your current situation. We’ll carefully consider things like timeframe, risk versus reward and more to yield greater results and make you more comfortable about your choices.

retirement planning

Together, we can establish clear, realistic strategies and investments to achieve your long-term goals, protect against risk and build a retirement income that’s both reliable and tax effective. We will make sure your assets are optimally structured right from the start.

superannuation

Get educated and equipped with advice to help you understand your superannuation options.  It’s time to put your savings to good use in either a self managed, retail or industry superannuation fund.

    Contact us today to discuss your financial planning needs

    who you'll be having a good chat with

    Loretta Hill

    Director

    Loretta is the Director of Financial Planning at the Bongiorno Group. She holds a Bachelor of Business (Accounting), a Diploma of Financial Planning and Certificate IV in Finance and Mortgage Broking. Loretta is a valued member of the Institute of Public Accountants and a Certified Financial Planner with extensive experience in the Financial Services Industry. 

    Loretta is obsessed with watching home shows such as Grand Designs and Escape to the Country.

    Maria Doyle

    Head of Financial Planning and Insurance

    Maria is the Head of Financial Planning and Insurance at the Bongiorno Group. Maria has worked in banking and finance since 2001 where she specialised in Financial Planning for Private Bank and medical specialist clients. Maria holds an Advanced Diploma of Financial Planning and is a member of the Financial Planning Association.

    Maria loves to cook and is a qualified pastry chef.

    Allison O'Donnell

    Financial Planning - Client Services Manager

    Allison spent the past eight years in Bongiorno’s Sydney office most recently as a Client Services Manager.  Allison is currently studying her Diploma of Financial Planning.  Her role includes the implementation and ongoing administration of client’s financial strategies; including responding to client queries, preparation of reports and advice documents, as well as providing support to all the advisers.

    Allison aspires to be a contestant on The block, House Rules or Reno Rumble

    Elana Alford

    Financial Planning Administrator

    A valuable team member, Elana assists the Financial Planning team with the implementation of client strategies. She liaises with super funds and managed funds to assist the advisers in information gathering, work overflow and reporting.

    Elana is a card shark!