Financial Planning

Financial security is about measuring where you are now against where you would like to be in the future. Our qualified and experienced advisers offer a wide range of financial planning services.

Our team specialises in:

 

  • Investments

  • Wealth accumulation

  • Superannuation

  • Business structure

  • Estate planning

  • Goal identification

  • Budgeting

No matter what your career stage, Bongiorno can give you appropriate guidance so your lifestyle reflects your hard work and commitment.

Meet the Team

  • Professional portrait of a man wearing glasses, a dark pinstripe suit, a white shirt, and a purple tie, smiling against a light blue background.

    Aaron Chew

    Head of Financial Planning

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  • Portrait of a smiling man in a suit and tie against a light blue background.

    James Brescia

    Senior Financial Adviser

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  • A smiling man wearing a dark suit, white shirt, and patterned tie, against a light blue background.

    Luigi Iacullo

    Senior Consultant

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  • Portrait of a woman with long, wavy brown hair, smiling, against a light blue background.

    Stephanie Maroun

    Client Service Manager

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  • Professional headshot of a smiling bald man in a black suit, white shirt, and pink striped tie against a light blue background.

    Steven Wilkie

    Director - Head of Financial Services

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  • Professional woman with long dark hair, smiling, wearing a dark blazer and a white lace top, against a light blue background.

    My-Vi Du

    Director - Deputy Head of Financial Services

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  • William Brennan

    Financial Adviser

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Have a chat with our specialist team to see how we might be able to help you

Please see our Financial Services Guide