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Even if young, fit and healthy, when you’re starting out in a demanding career, you need to look after yourself by planning for the future. Insurance can provide security for planned events like borrowing money to buy a first home, along with the unplanned events that may take you by surprise. Whether snowboarding in Colorado, camping with friends or even staying in for a movie night – you just don’t know what’s around the corner. Accidents aren't planned but your ability to earn an income can be, and protecting yourself with the right insurance coverage is a safeguard to your future.
Vanessa has worked in the Financial Services Industry for over 15 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.
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 and a Certificate IV in Finance and Mortgage Broking.
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. 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.
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!