About
I work closely with a select group of successful individuals, families, and business owners to help them navigate the complexities of wealth, legacy, and life’s transitions. My role is to bring both clarity and confidence to their financial decisions by co-creating a vision for the future that reflects their values and aspirations.
As part of your family board, I act as a trusted adviser – someone who helps you anticipate challenges, explore opportunities, and make decisions that protect and enhance what matters most. This includes planning for longevity, preparing for life’s unexpected turns, strengthening family relationships, and ensuring your wealth flows to the right people, at the right time, for the right reasons.
Above all else, we help you make the right decisions based on the life you truly want to live, knowing that you have a sounding board to keep you accountable.
We start by creating a vision for your family’s future, preparing for risks that may arise, and breaking it down into a manageable plan to be implemented over the next 12 months.
This typically involves regular meetings and discussions with your team of advisers, ensuring that they are aligned with your future goals. Throughout this process, you can be confident that we will be with you every step of the way.
Gino is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA). He is also a Self-managed Superannuation Fund Specialist Adviser and a member of the SMSF Association.
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- SMSF Association – Specialist Member
- Diploma of Financial Services (Financial Planning) – Tribeca
- Advanced Diploma of Financial Services (Financial Planning) – Tribeca
- Certified Financial Planner (CFP1-4 and CFPC) – FPA
- SMSF Specialist Accreditation Program – SMSF Association
- Margin Lending and Geared Investments -Kaplan Professional
- Accredited Listed Product Adviser Program – Kaplan Professional