management

member

Margaret Mote

Chief Executive Officer

With over 25 years experience in the Financial industry holding senior positions, Margaret is a graduate of the Securities Institute of Australia, a Certified Financial Planner and Self-Managed Superfund Accredited Adviser. Margaret is well qualified to provide advice to financial planning clients across a broad range of strategies and products.
Margaret 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.

Margaret played in the novice World Backgammon Championship flight in Monte Carlo in 1983.

member

Thelma Goldsworthy

People and Culture

Thelma is the manager of People and Culture and is an integral part of the Bongiorno Group. In charge of recruitment, Induction, OHS and team wellbeing, Thelma also oversees the office management and keeps us all in line on a daily basis.

Thelma is a round ball football fanatic and travelled to the 2014 World Cup in Brazil.

member

Stuart Haby

Director & Financial Controller

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!

member

Anneliese Shortt

Marketing & Communications Director

With over 25 years in the marcomms arena,  Anneliese is a specialist in brand strategy and stakeholder relations. As well as developing and implementing the business marketing programs, she works with major medical and dental colleges around Australia developing key relationships and strategic alliances for the Bongiorno National Network.

As a little girl, Anna dreamed of riding two white horses in a pink tutu at once. Secretly she still wants to! 

member

Andrew Andrikopoulos

Compliance & Training Manager

Andrew has worked in the financial services industry since 1985. During this time he has held positions in banking, administration, training, financial planning and compliance. He has completed the Diploma of Financial Planning and the Certificate IV in Finance & Mortgage Broking.

Andrew is a Collingwood football club fanatic.

member

Stacey Forfar

Head of Advice Operations

Stacey is the Advice and Compliance Operations Manager for Bongiorno Wealth Management and is responsible for the development and improvement of internal processes across all aspects of the business. With over 20 years’ experience working in the financial services sector, Stacey holds a Bachelor of Commerce, with majors in Finance and Financial Planning from Deakin University and joined the team in 2019.

 Stacey took a career ‘gap year’ in 2018 which included a trip to China where I volunteered as a panda keeper.

member

Andrew Vuong

Chief Technology Officer

Andrew joined the Bongiorno Group in 2003 after completing his Bachelor of Applied Science (Information Technology) from Swinburne University. Andrew manages the IT department and is keen on exploring new technologies to aid the business.

Andrew freaks out when he sees mushrooms! 

accounting and tax

member

Helen Cheng

Senior Tax Manager

Helen joined the Bongiorno Group in 2002 as a Tax Consultant. Previously she worked in the public practice environment and as a Financial Accountant for a public listed company. Helen holds a Bachelor of Business (Accounting), a Graduate Diploma in Business Information Technology, her Certificate of Financial Planning and is a Certified Practising Accountant (CPA).

Helen once popped her rib out whilst lifting luggage into the overhead compartment on an aeroplane.

member

David Lay

Tax Manager

David joined the Bongiorno Group in 2008. He holds a Bachelor of Business degree (majoring in Accounting) from RMIT University. David has completed the CPA program and is currently undertaking a Diploma of Financial Planning. David is our Xero champion at the Bongiorno Group.

David has completed a 4-day Inca Trail hike to see the sun rise over Machu Picchu.

member

MayMay Antolis

Tax Manager

MayMay joined Director Paul Fox’s team in 2018 as his tax manager, bringing with her 15 years of experience. Previously working in a boutique accounting firm in the CBD, MayMay holds her Bachelor of Commerce (Accounting), a Master of Applied Finance, CA and Diploma in Financial Planning.

MayMay loves spending a sunny day at the Victoria Market.

member

Chantelle Turner

Tax Manager

Chantelle holds a Bachelor of Commerce degree and brings over 10 years’ experience as a Chartered Accountant to the Bongiorno Group. Chantelle has experience with a number of industries and client groups ranging from high-net-worth individuals to large-listed medical companies. Chantelle is part of Nick Fennessy’s team.

Chantelle has her motorbike licence.

member

Matthew Doolan

Tax Manager

Matthew joined the Bongiorno Group after completing a Bachelor of Business (Accounting) from Swinburne University. Matthew completed his CPA in 2011 and has ten years’ experience working in taxation for small-to-medium entities and high-net-worth individuals. Matthew is currently studying for his Diploma of Financial Planning.

Matt once sang a Crowded House song to the class in grade one as part of ‘Show and Tell,’ but forgot most of the words.

member

Paul Galea

Senior Accountant

Paul is a qualified CPA with over twelve years of industry experience. He graduated from Victoria University in 2000/2001 with a Bachelor of Accounting degree. Paul completed his CPA in 2005 and has also completed his Public Practice Certificate. Paul has also recently obtained his Diploma of Financial Planning.

Paul is lucky to see out of his left eye after a plastic dart incident when he was 8.

member

Gloriana Chiew

Senior Accountant

Gloriana joined the Bongiorno Group in 2015 as part of the accounting and tax team for Directors Tony Bongiorno and Magdaline Askitis. She graduated from Melbourne University with a Bachelor of Commerce degree, majoring in Accounting and Finance and has also attained the Diploma of Financial Planning. Gloriana has also completed the CPA Program and is a Certified Practising Accountant (CPA).

Gloriana once danced for the Sultan of Brunei as part of his birthday celebrations.

member

Sheryll Mun

Senior Accountant

Joining the Bongiorno Group in 2021, Sheryll is an integral part of the tax and accounting team for Directors Tony Bongiorno and Magdaline Askitis. Sheryll holds a Bachelor of Commerce degree, majoring in Accounting from Deakin University, as well as being a Qualified Chartered Accountant (CPA).

Sheryll was a pirate in the musical play ‘The Pirates of Penzance’ in primary school.

member

Hendri Mulyadi

Senior Accountant

Joining the Bongiorno Group in 2022, Hendri is an integral part of Director, Paul Fox’s team as a Senior Accountant, looking after client tax returns. Holding both a Bachelor of Business and Master of Business degree (majoring in Accounting) from Monash University, Hendri is also a Certified Practicing Accountant (CPA). Hendri has had previous experience in Public Practice roles for over 10 years.

Hendri had a root canal without any anaesthetic!

member

Shelley Ying

Senior Accountant

Shelley graduated from Monash University with a Bachelor of Commerce majoring in Accounting and Finance. She has previously worked in financial services as an accountant before joining the Bongiorno Group in 2017. Shelley holds her CA and works in Paul Fox’s team.

When Shelley was in high school, she wanted to be a midwife.

member

Konstantine Kyratzis

Accountant

Konstantine works in Director Jim Tsirtsakis’s team and holds a Bachelor of Commerce from Monash University, majoring in Accounting and minoring in Mathematics. He is currently completing his Certified Practicing Accounting degree.

Konstantine practices fencing as a hobby ‘en garde’.

member

Melody Matthys

Accountant

Melody joined the Bongiorno Group after completing a Bachelor of Business majoring in Accounting. She works with Director Paul Fox’s team, completing tax returns, taking care of their administrative duties and client contact.

Despite her name, Melody’s only musical talent is singing in the car with the music too loud.

member

Kate Bradley

Accountant

Kate Bradley joined Bongiorno Group in 2021 and is a member of Michael Waycott’s team. She is currently finishing her Bachelor of Accounting degree at Swinburne University and has previously worked within a smaller public practice as a tax accountant, following a career change from the veterinary industry.

Kate loves the outdoors and plans to complete an ice-climbing course/ mountaineering course on Aoraki.

member

Ada Batsaki

Accountant

Joining the Bongiorno Group in 2017, Ada is part of the Doctors in Training team where she is responsible for completing tax returns, Business Activity Statements and assisting with client queries. Ada is a member of the Institute of Public Accountants (IPA) and holds a Diploma of Commerce and a Bachelor of Business (Accounting) from Kaplan Professional Education.

Ada was an amateur theatre actress in Greece

member

Natasha Rajiah

Graduate Accountant

Natasha is a graduate accountant and works in director Jim Tsirtsakis’ team.  Holding both a Master of Business and a Master of Professional Accounting from Monash University, Natasha is also currently undertaking her CPA.

Natasha had the privilege of meeting Keanu Reeves a few years ago.

member

Lawrence Vuong

Tax Administrator/Client Services Manager

Lawrence completed a Bachelor of Commerce degree in 2013, with majors in Business Information Systems and Accounting Information Systems. Lawrence works with Magdaline’s team, taking care of their administrative duties and contacting clients.

Appreciates a nice glass of well-aged whiskey.

member

Anh Nguyen

Tax Administrator

Joining the Bongiorno team in 2021, Anh is a tax administrator for Directors Michael Waycott and Sarah Thorburn. Anh holds a Bachelor of Business, majoring in accounting, from La Trobe University and is currently working towards completing her CPA.

Anh’s favourite fruits are avocado and coconut (yes, they’re fruits!)

member

Mai Trinh

Tax Administrator

Mai joined the Bongiorno Group in 2021 as a Tax Administrator. Holding a Bachelor of Economics and Finance from RMIT University Vietnam, Mai is a Certified Public Accountant (CPA) and a member of the Association of Chartered Certified Accountants (ACCA). As an essential part of the Doctors in Training team, Mai is responsible for ensuring our young medical professionals’ tax lodgements are done in a timely manner.

Mai has climbed Mt. Fansipan, the highest mountain in Vietnam.

smsf

member

Michele Harrod

Tax Manager / Head of SMSF

Michele specialises in Self-Managed Superannuation Funds and graduated from Victoria University with a Bachelor of Business (Accounting) in 2003. She holds an Advanced Diploma in Financial Services (Superannuation) and became an SMSF Specialist Adviser (SSA) with the SMSF Association in 2010.

Michele has been swimming with fresh water crocodiles.

member

Nishani De Almeida

Tax Manager / SMSF

Nishani joined the Bongiorno Group in 2009, bringing her vast experience from working in the accounting and banking sectors. Nishani holds a Bachelor of Accounting and Finance degree, a Diploma of Banking and a Diploma of Financial Planning. She has also completed her Chartered Accounting Qualification CA.

In another life Nishani used to do short distance running. She loves animals and is a mom to a big naughty Labrador.

member

Shermaine Alexander

Tax and SMSF Administrator

Shermaine has over five years’ experience in the SMSF industry, commencing at the Bongiorno Group in 2021. Having completed a Bachelor of Commerce from Deakin University, Shermaine is an integral member of the Superannuation Team.

Shermaine enjoys adrenaline activities and has done several bungee jumps all around the world.

financial planning and insurance

member

Loretta Hill

Senior Financial Adviser

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

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

member

Vanessa Smith

Associate Director - Advice

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”.

member

Jessica Weaver

Associate Adviser

Joining the Bongiorno Group in 2021, Jessica has over ten years’ experience in stockbroking and financial planning. Jessica holds a Graduate Diploma of Financial Planning and is currently completing the CFP Certification Program through the Financial Planning Association of Australia. Jessica is a member of the Financial Planning Association of Australia and has recently completed the Financial Adviser Exam, continually devoting her time into professional development.

Jessica loves her morning walks and her favourite thing in the world is a good piece of sourdough, lathered with butter and vegemite.

member

Helen Lloyd

Insurance Client Service Manager

With a Diploma of Financial Services, Helen has over 20 years’ experience specialising in personal risk insurance. Helen works closely with our clients to ensure all their insurance needs are met.

Helen used to ride her pet cow called Mischief.

member

Tom Will

Client Services Manager

Tom works closely with advisers Matthew Homewood and Mitchell McKeown, assisting with their clients financial planning and insurance needs. Tom manages renewals for the practice, as well as providing a high level of general administrative service to our clients, directors and insurance team. Tom holds his Diploma in Financial Planning DipFP.

Tom is currently learning both the acoustic guitar and Tai Chi!

member

Hannah Gu

Client Services Manager

Hannah has 6 years’ experience in the financial services industry and joined the Bongiorno Group in 2021. Hannah is currently completing her Advanced Diploma in Financial Planning with the Monarch Institute and holds a Bachelor of Commerce, majoring in Finance from Australian National University. Hannah works closely with Tony Bongiorno, Paul Fox and Loretta Hill in the financial planning section.

Hannah can speak 3 languages!

member

Teri Custodio

Client Relationship Manager and Compliance Support Officer

Having over 3 years’ experience in the financial services industry, Teri Joined the Bongiorno Group in 2021 and works closely with several senior advisers, as well as Compliance & Training Officer, Andrew Andrikopoulos. Teri holds a Diploma of Financial Planning from the Monarch Institute and a Master of Business Management from the Philippines.

Teri has an adopted cat called Tim-Tam who drinks water straight from the filtered tap.

member

Isabele Maxwell-Gould

Client Services Manager and Compliance Support Officer

Working in the financial services industry for nearly 3 years, with previous experience in a boutique financial planning firm, Isabele joined the Bongiorno Group in 2021. Isabele is currently studying to complete a Bachelor of Arts, majoring in Ethics, at Monash University. Responsible for assisting with internal compliance, Isabele works closely with Head of Advice Operations, Stacey Forfar.

Isabele was born at exactly 3.33am.

member

Carole Kealy

Insurance Client Service Manager

Carole looks after insurance renewals, follows up on overdue premiums and keeps client insurance details up-to-date.  Carole has been a part of the Bongiorno Group for over 35 years, working in all areas of the company,

Carole loves tennis and is a major Stefan Edberg and Rafa Nadal fan.

member

Elana Alford

Client Services Manager

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!

finance

member

Mark Bremner

Senior Finance Consultant

With over 40 years’ experience at Westpac and 18 years spent working solely with Bongiorno Group clients, Mark brings a wealth of knowledge and experience to the Finance Team. Mark is responsible for assisting advisers and their respective clients on all finance matters, ensuring great outcomes and client experiences.

Mark is a musician out of hours, currently working in a couple of cover bands, a Rolling Stones Tribute and an Angels Tribute Act.

member

Jack Will

Finance Manager

Jack is an integral member of the team, starting with the Bongiorno Group in 2015. As a Finance Manager, Jack works closely with all the directors and is primarily responsible for liaising between the client, director and bank regarding all finance matters. Jack holds his Diploma in Financial Planning as well as his Certificate Four in Finance and Mortgage Broking.

Jack is so chivalrous, we all think he should have been born during the Middle Ages.

member

Thea Cruz

Finance Team Administrator

Along with having a Diploma in Business Management and Mortgage Broking, Thea has previous experience working as in various administration roles.  Thea also holds residential loan experience and is now an integral part of the Finance Team, responsible for the administration and processing of finance applications.

Thea loves to travel and has lived in various cities overseas including Los Angeles, Tokyo and London!

consultants

member

Ricky Caldow

Associate Director Financial Consultant

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!

member

Mitch McKeown

Associate Director Financial Consultant - Manager Doctors in Training

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.

member

Matthew Homewood

Financial Consultant - Interns

Matt is a vital member of our Doctors in Training team where he is primarily responsible for medical and dental students, Interns and young professionals moving through their careers. Holding a Bachelor of Commerce/Arts degree from the University of Melbourne, with majors in Finance, Management and Criminology, Matt has also attained his Diploma of Financial Planning and Certificate IV in Mortgage Finance Broking.

Matt’s favourite item of clothing is his board shorts.

marketing

member

Anneliese Shortt

Marketing & Communications Director

With over 25 years in the marcomms arena,  Anneliese is a specialist in brand strategy and stakeholder relations. As well as developing and implementing the business marketing programs, she works with major medical and dental colleges around Australia developing key relationships and strategic alliances for the Bongiorno National Network.

As a little girl, Anna dreamed of riding two white horses in a pink tutu at once. Secretly she still wants to! 

member

Kelly Jackman

Marketing Coordinator

Kelly joined the Bongiorno Group in 2019 as part of our important first impressions team. Kelly’s personal and professional approach now sees her playing a vital role in the marketing team, working closely with Marketing Director, Anneliese Shortt. Kelly recently completed her Bachelor of Commerce Degree, majoring in Marketing and Management, from the University of Melbourne.

Kelly loves spending time anywhere tropical and sunny!

administration

member

Trent Bissett

Management Accountant - Internal Finance

Trent has a Bachelor of Commerce and is a qualified CPA. Trent is responsible for helping to manage the smooth running of the internal finances of the Bongiorno Group and any account related enquiries.

Trent has a Greyhound who is a big sook and demands a walk before bedtime each night!

member

Patrick Vo

IT Service Desk Manager

Patrick joined the Bongiorno Group in 2016 and manages the day-to-day operation of the IT Service Desk. Patrick provides Level One/Level Two technical support for all users and is responsible for ensuring all IT issues are resolved and all systems are running smoothly.

Patrick is a long-suffering Arsenal fan and also enjoys watching NBA and Seinfeld.

member

Tenzin Choephel

Bookkeeper/Internal Accounts

Tenzin completed his Masters in Commerce in India where he worked as an accountant in Central Tibetan Administration for seven years. After arriving in Australia in February, 2016, Tenzin began working at the Bongiorno Group the following July in an administration role looking after tax lodgements and returns as well as general database management. Since 2018, Tenzin has been working as an Assistant Accountant in our finance department.

Tenzin played flute in his school band from Grade 3 until Grade 10.

member

Hannah Sheppard

Executive Assistant

Hannah is the Executive Assistant to founding partners and Directors of the Bongiorno Group Tony Bongiorno and Joe Bongiorno, as well as CEO Margaret Mote. Having previously worked in the travel industry, Hannah joined the team in 2021 bringing with her years of expertise in managing all client and team member matters.

Hannah loves the beach and getting stuck into a good book.

member

Jo Nicoll

Executive Assistant/Client Relationship Manager

Jo is the executive assitant to two directors Paul Fox and Jim Tsirtsakis and joined the Bongiorno Group in 2014. Having previous experience in advertising, PR and administration, she is an indispensable asset for all team members and clients.

Jo wants to be a dancer in her next life and is obsessed with dance TV shows. 

member

Stephanie Defazio

Executive Assistant/Client Relationship Manager

Joining the Bongiorno Group in 2018, Stephanie is the executive assistant to Director Nick Fennessy and Consultant Matthew Homewood. Stephanie brings to her team over eleven years of experience working as a PA, four of those in the banking and asset finance industries.

Steph can’t go a week without one of her 3 P’s – pasta, pizza & potato  

member

Elise Travis

Executive Assistant/Client Relationship Manager

Elise is the Executive Assistant to consultants Mitch McKeown and Ricky Caldow and joined the Bongiorno Group in 2017. Bringing with her previous experience in both marketing and design, Elise is a great asset to the Grad Team.

Elise loves the challenge of a cryptic crossword!

member

Amie Grasyan

Director of First Impressions

Joining the Bongiorno Group in 2010, Amie has been working at the Bongiorno Group for over twelve years in various administration roles. Amie is currently our wonderful receptionist and looks after all day to day administration and client matters.

Amie’s favourite music group is the Village People.

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