I love travel, my family, the Liverpool Football Club and the Richmond Football Club
Qualifications: Diploma Management, Advanced Diploma Financial Services (FP)
In the industry since: 1981
My background: I have over 30 years experience in the banking and financial services industry. In the past I’ve held Senior Management positions with two major international banks, as well as being instrumental in establishing and operating a joint venture Finance Company.
One of the things I’m most passionate about is having a positive influence on the financial wellbeing of those that I help.
I enjoy public speaking and am regularly asked to present at conferences and conventions. I also enjoy helping other like-minded businesses and have acted as a mentor and coach to a number of other Financial Planning & Mortgage Finance practices.
In keeping with my Italian heritage I share a love of good food, good wine, good friends and of course family. I also love to travel. I’m passionate about my sport in particular the Richmond Football Club & Liverpool Football Club.
I love to entertain, travel, trying new restaurants and enjoy the company of our wonderful family and friends.
In the industry since: 1979
My background: With over 30 years experience in the financial services industry commencing at Citibank, I have enjoyed the roles of being an Executive Assistant to General Managers, a Partner in a boutique financial services company and also being instrumental in the running of a successful holistic financial services company with Frank being Required Finance where I spent 20 years.
Aqua Wealth Pty Ltd was then formed by myself and Frank to continue to build on our success previously achieved.
I am known to my colleagues and friends as an honest and reliable person who is conscientious and full of energy. I have also built up the social reputation of “Pasta Wednesday” which is well known to clients, affiliate partners and industry supporters and has now been running for 20 years. My commitment to living by the values set by the team is strongly regarded by me and I hold it close to my heart.
Frank and I have 3 great sons. I love to entertain, travel, trying new restaurants and enjoy the company of our wonderful family and friends.
I'm a snowboarding, guitar playing, soccer loving left hander with a die hard passion for just about any sport there is.
Qualifications: Advanced Diploma Financial Services (Fin Planning), Certificate IV Mortgage Broking
In the industry since: 2007
My background: I specialise in giving life insurance advice to individuals, families and business owners. I’ve been providing advice since 2010.
The reason I chose to specialise in Life Insurance is because I love the challenge in assisting people in protecting their wealth, which to me is just as important as creating it. I’m aware of the underinsurance problem we face in Australia and the best way to fix that is to give good quality advice.
I’m passionate about technology and originally have a computer science background, so I’ve always tried to apply those skills to make what I do as efficient and simple as possible – especially for my clients.
Qualifications: Bachelor of Commerce, Advanced Diploma of Financial Services (Fin Planning), Advanced Diploma of Business
In the industry since: 2005
I began my career in the accounting industry working for a top tier firm in Middle Market in 2005.
After completing my Bachelor’s degree in Commerce at the University of Melbourne in 2009, I began working in the finance sector.
I am passionate about delivering quality service that can empower and educate people regarding their financial position. I believe in establishing long lasting relationships with clients in order to create a financial path that truly reflects their needs and objectives.
I am an avid football fan and a tragic guitar enthusiast. I frequently support causes such as the Summer Foundation and have volunteered for many organisations such as Reach and Ardoch Youth Foundation.
In the industry since: 1979
My background:I’ve been in the Banking & Finance industry for over 35 years having for the big banks and also 2nd tier lenders, with extensive experience in document processing, settlements and loan assessment areas.
I strive to deliver the highest standard of service to ensure loan approvals & subsequent settlements proceed as smoothly as possible. I also look forward to building ongoing relationships with clients.
My interests include cycling, sailing, bush walking & skiing.