meet our directors

Joe Bongiorno graduated from Melbourne University in 1963 with a Commerce degree and founded the Bongiorno Group in 1964. He is a Fellow of the Certified Practising Accountants (FCPA) and a Chartered Tax Adviser (CTA) and the Executive Chairman of the Bongiorno Group, a network of companies that provide an executive range of financial services to medical and other professionals, as well as high net worth individuals.

Joe loves time away from the office surrounded by his grandchildren

Tony is a founding partner of the Bongiorno Group. Tony holds a Bachelor of Commerce degree and is a Certified Financial Planner and specialist SMSF advisor. He is also a Fellow of the Institute of Public Accountants, a Fellow of the Certified Practising Accountants and a Chartered Tax Advisor (CTA). In addition, Tony has completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia. Tony is a regular presenter at financial seminars and an invited speaker and guest at a multitude of business forums throughout Australia.

A dedicated family man, Tony loves horseracing and competes in triathlons.

Paul has been with the Bongiorno Group for over 27 years managing client’s taxation, insurance, finance and investment needs. Paul holds professional qualifications including a Bachelor of Commerce degree and a Masters of Taxation. He is a Certified Financial Planner (CFP), a Chartered Tax Advisor (CTA), a Fellow of the Certified Practising Accountants (FCPA) and is soundly qualified to provide specialist advice on all financial needs.

Paul loves scuba diving and trying to save the Great Barrier Reef from Drupella Snails.

A director with the Bongiorno Group, Magdaline joined the business in 1994 with a background in the Taxation and Financial Services industry. Magdaline holds many professional qualifications, including a Bachelor of Business (Accounting) and a Professional Practice Certificate with the Institute of Public Accountants. She is a Chartered Tax Adviser (CTA) and a Certified Practising Accountant (CPA).

Magdaline performed as an amateur theatre actress in a number of modern and classical Greek plays in her 20’s

Jim has been with the Bongiorno Group since 1988, managing specialist accounting and taxation needs as well as insurance and finance advice to medical professionals.

Holding professional qualifications including a Bachelor of Business degree, Jim is also is a Certified Financial Planner (CFP), a Chartered Tax Advisor (CTA) and is a member of the Institute of Public Accountants. Jim regularly speaks on financial matters with RACS (Royal Australasian College of Surgeons) and other medical associations around Australia. Jim has also completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia.

Sarah joined the Bongiorno Group in 2001 and has worked in financial services for nearly 30 years.

Graduating from Melbourne University with a Bachelor of Commerce degree, Sarah holds a Diploma of Financial Services (Financial Planning) and is a Certified Practising Accountant (CPA). Sarah has completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia.

Sarah also looks after clients in the greater Geelong area.

Sarah hitchhiked solo from Argentina to Chile and back again (approx. 600km) in 1 day.

Nick joined the Bongiorno Group in 2008 and provides specialist advice to young doctors and dentists. With a Bachelor of Business Management (majoring in Accounting and Finance), an Advanced Diploma in Financial Services, as well as many other professional qualifications, Nick is also a member of the Financial Planning Association of Australia. In addition, Nick has completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia.

Nick has travelled to over 50 countries!

Stuart is the Financial Controller for the Bongiorno Group.  He commenced in this role in 2005 after 18 years as an accountant in public practice.  He has a Bachelor of Commerce degree and is a Chartered Accountant.

Stuart is a music lover and attends as many concerts as he can with his family each year!

Vanessa has worked in the Financial Services Industry for over 20 years and joined the Bongiorno Group in 2007. Specialising in Tax and Financial Planning for young professionals, Vanessa holds a Bachelor of Business (Accounting) degree and is a Certified Financial Planner. She also holds an Advanced Diploma of Financial Services (FP) and Certificate IV in Finance and Mortgage Broking. Additionally, Vanessa has completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA).

Vanessa regrets watching renovation shows and taking on her own renovation “project”.

Starting out in Private Practice Specialist, Rick has worked in the financial services industry for over 10 years. With a Bachelor of Commerce from Deakin University, an Advanced Diploma in Financial Services (Financial Planning) and a Certificate IV in Mortgage Finance Broking, Rick is well qualified to provide financial advice to his young doctor and dentist clientele. Ricky has also completed the education requirements set out by the Financial Adviser Standards and Ethics Authority (FASEA). FASEA was established by the Federal Government in 2017 to set the education, training and ethical standards of licensed financial advisers in Australia.

Rick is the master of the Weber Q!

As part of the Doctors in Training team, Mitch works with young medical professionals to advise on the best financial platform to kick-start their careers. He holds a Bachelor of Business Administration (majoring in Accounting and Marketing), a Diploma of Financial Planning, a Certificate IV in Finance and Mortgage Broking and a GradCert (Leadership & Strategy).

Mitch aspires to be the next Australian to win the US Masters.