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.
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.
Rocco was very kind and knowledgeable it was smooth sailing the whole time and he saved me a lot of money.
Rocco is an absolute pleasure to deal with. Easy to understand and very helpful.
Rocco uses financial language that is easy to understand and has made us more aware of how we can make the best use of our Superannuation and Insurance. This is the first time that we have been able to organise ourselves financially with a direction for our future. Thank you Rocco
- Adviser status Bronze
- Number of reviews 27
- Years of experience 1
- Graduate Diploma of Financial Planning
Whitehead FinancialSuite 5, 9 Ormond Blvd
Bundoora, VIC 3083
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Count Financial Limited