Tonina Ciarrocchi

Viridian Advisory Pty Ltd

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

Viridian Advisory Pty Ltd

Level 17, 120 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Viridian Advisory Pty Ltd

AFSL 476223