Tonina Ciarrocchi

Alta Financial Planning

Silver
21 Yrs Experience
Melbourne, VIC 3000
Tonina has been in the Financial Planning industry since 2001 with 17 years prior to this in senior customer service roles at Centerlink. With vast experience in Financial Planning, including 7 years working for Westpac as a senior Financial Planner and then on to coaching and managing Financial Planning teams, as a Practice Manager for the state of Victoria, Tonina’s success in the role is evident. This is even more evident through her recognition and awards from within the industry. Wanting to expand her skill set and client offering further, Tonina commenced her own company in Financial Planning. This business grew rapidly and led her to join with Acceptance Financial Planning and allow the ability to grow and enhance the offering to her loyal and new clients even further. Tonina's advice covers all areas of Financial Planning, but of late her main areas of expertise have been, Self Managed Super Funds, Aged Care, Retirement Planning (pre & post), Risk Insurance & Wealth Protection.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Alta Financial Planning

Level 17, 120 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223

4.90
3 Reviews
5
4
3
2
1
4.60
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Tonina has been able to help me with my retirement planning and sift through all the noise of pensions and how to apply. She was referred to me via a friend of mine. She has a very easy way about her and how she explains finance. She has had a lot of life experience herself and certainly makes one feel very comfortable and secure."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I find that Tonina is a good listener and is a very 'turned on' person and has a good knowledge of current financial situations and their changes. I would be happy to refer friends to her."

  • Government Assistance
  • Insurance Protection
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We originally met Tonina when she was an advisor with Westpac. Both my husband and I found her very easy to communicate with (the best that we had dealt with) and have been very happy with her advice for our circumstances. I find her very trustworthy and willing to help. We lived in Melbourne when we first met Tonina and she now deals with us as we live in Tasmania either by phone, email or we visit her when possible, she is coming to Tasmania this year to see us. I do my budget for her each year so she can see what we expect to do whether holiday, or maintenance etc at home, as well as everyday expenses."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Insurance Protection
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Advice

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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