Financial planning
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Margaret Mote
Margaret has worked in the financial industry for over 25 years. During this time she has held senior positions in investment banking, stockbroking, funds management and financial planning. As a graduate of the Securities Institute of Australia, a Certified Financial Planner and Self Managed Superfund Accredited Adviser, Margaret is well qualified to provide advice to financial planning....jpg)
Loretta O'Brien
Loretta joined the Bongiorno Group as a Financial Adviser in September 1998 with over 10 years experience in Taxation. Loretta holds a Bachelor of Business (Accounting) and Diploma of Financial Planning and is both a Certified Practising Accountant CPA and a Certified Financial Planner CFP. Loretta has over 9 years experience in the Financial Services Industry. Loretta....jpg)
Andrew Andrikopoulos
Andrew has worked in the financial services industry since 1985. During this time he has held positions in banking, administration, training, and financial planning. He has completed the Diploma of Financial Planning and is well qualified to advice on the financial needs of investors. Andrew has recently started singing karaoke with friends and hopes to improve...
Emily Lanciana
Emily joined the Bongiorno Group in December 2012 as a graduate Client Services Officer after completing a Bachelor of Commerce with majors in Finance, Marketing and Financial Planning at Deakin University. Emily's role involves working in both Financial Planning and Insurance. Although she may be pint sized in stature, Emily has a high level of enthusiasm...
