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

My fees

I offer a free initial consultation for potential new clients.

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 4.98
  • Number of reviews 41
  • Years of experience 2
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Italian

Whitehead Financial

Suite 5, 9 Ormond Blvd
Bundoora, VIC 3083

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Count Financial Limited

AFSL 227232