coffee & chat
plan for it to happen
We take an integrated approach to help achieve your career and life goals. We’ll get to know you and your needs so we can provide the most suitable advice and plans. Together, we’ll structure your finances to make the most of your assets and income, so you can look forward to your retirement with confidence.
We can also help you plan a financially sensible transition to retirement as well as assistance with managing intergenerational wealth and estate planning.
plan for your retirement with confidence
the process
We start by establishing a vivid picture of your current financial position and work with you to identify exactly where you want to be – setting clear, specific goals for your career and retirement.
We then discuss, finalise, and implement realistic strategies, plans and investments to ensure you achieve those goals.
estate and intergenerational planning
We can assist in arranging your financial affairs to ensure your wishes are met through an efficient and effective tax distribution of your estate Estate planning can include:
– will creation, review, and updating as your circumstances change
– appointing powers of attorney
– preserving and protecting assets
– superannuation death nominations
superannuation
As you lay the foundations for your career and lifestyle, make sure your superannuation is working just as hard for your future.
our team
who you’ll be having
who you’ll be having
a good chat with.
Tony Bongiorno
Director
Tony is a founding partner of the Bongiorno Group. Tony holds a Bachelor of Commerce degree and is a Certified Financial Planner and specialist SMSF advisor. He is also a Fellow of the Institute of Public Accountants, a Fellow of the Certified Practising Accountants and a Chartered Tax Advisor (CTA). In addition, Tony 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. Tony is a regular presenter at financial seminars and an invited speaker and guest at a multitude of business forums throughout Australia.
A dedicated family man, Tony loves horseracing and competes in triathlons.
Paul Fox
Director
Paul has been with the Bongiorno Group for over 27 years managing client’s taxation, insurance, finance and investment needs. Paul holds professional qualifications including a Bachelor of Commerce degree and a Masters of Taxation. He is a Certified Financial Planner (CFP), a Chartered Tax Advisor (CTA), a Fellow of the Certified Practising Accountants (FCPA) and is soundly qualified to provide specialist advice on all financial needs.
Paul loves scuba diving and trying to save the Great Barrier Reef from Drupella Snails.
Jim Tsirtsakis
Director
Jim has been with the Bongiorno Group since 1988, managing specialist accounting and taxation needs as well as insurance and finance advice to medical professionals.
Holding professional qualifications including a Bachelor of Business degree, Jim is also is a Certified Financial Planner (CFP), a Chartered Tax Advisor (CTA) and is a member of the Institute of Public Accountants. Jim regularly speaks on financial matters with RACS (Royal Australasian College of Surgeons) and other medical associations around Australia. Jim 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.
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.
Nick Fennessy
Director
Nick joined the Bongiorno Group in 2008 and provides specialist advice to young doctors and dentists. With a Bachelor of Business Management (majoring in Accounting and Finance), an Advanced Diploma in Financial Services, as well as many other professional qualifications, Nick is also a member of the Financial Planning Association of Australia. In addition, Nick 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.
Nick has travelled to over 50 countries!
Sarah Thorburn
Senior Consultant
Sarah joined the Bongiorno Group in 2001 and has worked in financial services for nearly 30 years.
Graduating from Melbourne University with a Bachelor of Commerce degree, Sarah holds a Diploma of Financial Services (Financial Planning) and is a Certified Practising Accountant (CPA). Sarah 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.
Sarah also looks after clients in the greater Geelong area.
Sarah hitchhiked solo from Argentina to Chile and back again (approx. 600km) in 1 day.
Vanessa Smith
Director
Director Vanessa Smith 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”.
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.
make every day a good day
Interested in speaking with one of our advisers about achieving your financial and lifestyle goals? Click below to register your interest and we will contact you to make a complimentary appointment (that fits around your busy schedule)