Rocco Liuzzi

Whitehead Financial

Bronze
2 Yrs Experience
Bundoora, VIC 3083

Rocco is an adviser who enjoys establishing relationships and creating outcomes for his clients. His role at Whitehead Financial involves working closely with his clients on a wide range of strategy formulation to assist them in achieving their financial objectives and goals in life.

Rocco was initially drawn to the world of finance and financial planning because he enjoys meeting new people, establishing, and building relationships, and being able to assist clients in meeting their life goals and objectives.

Rocco who has been in the financial planning industry since 2018, worked closely with the CEO of a financial services firm in the CBD to manage his clients and ensure that the complex strategies were executed to achieve the best possible results for those individuals. This provided Rocco with the foundation and experience to assist his clients.

Outside of work, Rocco is currently completing a Masters of Financial Planning. When he is not busy studying, he enjoys playing soccer on Saturday Afternoons, spending time with his Kelpie Ciccio and heading out of Melbourne for camping, 4WDing and fishing trips with friends and family.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 70
  • First year providing advice 2023
  • Years of experience 2
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Whitehead Financial

Suite 5, 9 Ormond Blvd
Bundoora, VIC 3083
Suite 3, 30 Skye Rd
Frankston, VIC 3199

Licensed by

Count Financial Limited

AFSL 227232