Rocco Liuzzi

Your Wealth Journey

Silver
3 Yrs Experience
Bundoora, VIC 3083

EMERGING ADVISER OF THE YEAR 2025 WITH COUNT FINANCIAL

Drawn to the world of finance as a teenager, Rocco has a rich background in corporate finance and brings an abundance of experience and knowledge to YWJ.

Rocco is an award-winning wealth adviser who is recognised for his genuine care, proactive communication an ability to make financial discussions feel calm, clear, and grounded. He takes a personal interest in every client’s story — their family, goals, lifestyle, and the “why” behind their financial decisions — ensuring his advice is truly tailored to the individual.

With 100+ 5-star reviews already to his name across adviser ratings and google, Rocco is building a career that will support and guide clients through their wealth journeys for decades to come.

Clients appreciate that Rocco explains concepts in relatable, everyday language, without intimidation or financial jargon. He is known for being approachable, patient, and thoughtful — someone clients feel comfortable turning to not just for technical advice, but for reassurance and perspective during life’s big financial decisions.

Rocco’s approach extends beyond spreadsheets and modelling — he builds real relationships. Many clients describe him as a trusted sounding board, a steady guide, and someone who genuinely cares about their wellbeing. His clients’ wins feel like his wins, and he is openly invested in helping them move forward with confidence.

From an education standpoint, Rocco holds a master's degree & Post Graduate Diploma with Kaplan Professional, as well as a bachelor's degree (Accounting & Finance) with La Trobe University.

Outside of work, Rocco enjoys getting outdoors — camping, four-wheel driving, and fishing with family and friends — experiences that keep him grounded, balanced, and community-focused. He brings that same down-to-earth energy into his professional life, creating an advisory experience that is personal, empowering, and centred on trust.

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 Silver
  • Rating 4.94
  • Number of reviews 93
  • First year providing advice 2023
  • Years of experience 3
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Your Wealth Journey

Level 2, Suite 16, 240 Plenty Rd
Bundoora, VIC 3083

Opening hours

  • 10:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

MFG Advice Pty Ltd

AFSL 499010