Rocco Liuzzi
Whitehead Financial
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
My fees
I charge a fixed advice fee based on agreed scope of advice required by you. All fees are agreed with you prior to the commencement of work, ensuring there are no surprises when delivering advice.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 38
- Years of experience 2
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Highest qualification
- Graduate Diploma of Financial Planning
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Languages spoken
- English
- Italian
Whitehead Financial
Suite 5, 9 Ormond BlvdBundoora, VIC 3083
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Count Financial Limited
AFSL 227232
