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.
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.
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.
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 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!
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!