coffee & chat
income protection with matt & mitch
“taking the right steps to protect yourself as a young doctor is an absolute must during your career"
play videowhile it seems remote...
While you're young, fit and healthy, as a health care professional, you know better than most how things can change in a moment. Insurance can protect your income and/or provide a lump sum in the event of an accident, injury, illness or death. This is particularly essential if you're paying off a house or have other ongoing obligations. Enjoy your downtime snowboarding, camping, surfing, playing sport - or lazing on the couch - knowing that in the unlikely event something happens, you're covered.
our team
who you'll be having a chat with
Ricky Caldow
Director
Rick has been with the Bongiorno Group since 2008 and has been in the financial services industry for over 18 years. Specialising in providing medical and dental professionals with leadership and guidance through long term, sustainable wealth creation strategies. 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 holistic financial advice to his doctor and dentist clientele.
An avid sportsman, Rick loves being outdoors surrounded with friends and family
Mitch McKeown
Director
As part of the Doctors in Training team, Director Mitch works with young medical professionals to advise on the best financial platform to kick-start their careers. He holds an MBA, 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.
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.
Jessica Weaver
Financial Adviser
Joining the Bongiorno Group in 2021, Jessica has over eleven years’ experience in stockbroking and financial planning. Jessica holds a Graduate Diploma of Financial Planning and is a Certified Financial Planner (CFP®). 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. She is also an active member of the Cancer Council’s Pro Bono Program, which helps people affected by cancer who need financial advice.
Jessica loves her morning walks and her favourite thing in the world is a good piece of sourdough, lathered with butter and vegemite.
Tom Will
Risk Adviser
Tom joined the Bongiorno Group in 2015 and has since played an important role within the insurance team. He currently works closely with all consultants and directors to offer strategic advice to Bongiorno clients on insurance and risk protection strategies.
Tom holds a Diploma in Financial Planning (DipFP) and has successfully completed the FASEA Exam in financial planning.
Tom is an avid history lover and reader, he holds a particular interest in medieval history, partically Scottish, Welsh and Irish history.
make every day a good 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!