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At the Bongiorno Group our doctors in training team of specialist advisers are highly experienced in helping young medical professionals, such as yourself.
Being a young professional is hard work and time-consuming. You may at times feel overwhelmed by your finances and not sure of the next best steps. We help make the most of your income and look after your financial needs so you can focus on your career.
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 and a Certificate IV in Finance and Mortgage Broking.
Mitch aspires to be the next Australian to win the US Masters.
Ben holds a Bachelor of Commerce, as well as a Masters in Financial Planning from Deakin University. He is also CFP qualified, a member of the FPA and has a certificate IV in Mortgage Finance Broking. After working with an accounting firm specialising in Medical Practitioners, Ben joined The Bongiorno Group team in 2010 and works with young medical professionals. Ben 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.
Ben spends all of his spare time shopping in Bunnings.
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. In addition to helping guide young medical and dental professionals on the correct financial path from the start of their careers, Matt also manages the personal risk insurance for Director, Michael Waycott’s clients. Holding a Bachelor of Commerce 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.
Kelly manages the day-to-day enquiries of our young medical professionals and works closely with the marketing team to maintain our strong relationships with student bodies. With a background specialising in Event Management, Kelly has also held PA roles in London and throughout Australia. Kelly has recently completed her Diploma in Financial Planning.
Kelly loves nothing more than spending time at the beach. In Summer she tries to get to the beach every day.
We know how busy you are in your training years, juggling a hectic schedule and keeping up the study. Fill in your details and we’ll contact you to make a complimentary appointment at a time that suits you with one of our friendly advisers. We’ll even make you a great coffee!