With decades of experience in accounting and financial consulting, our directors are seasoned, passionate, professionals dedicated to helping you achieve true financial freedom.
Joe Bongiorno graduated from Melbourne University in 1963 with a Commerce degree and founded the Bongiorno Group in 1964. He is a Chartered Tax Adviser (CTA) and the Executive Chairman of the Bongiorno Group, a network of companies that provide an executive range of financial services to medical and other professionals, as well as high net worth individuals.
Joe loves time away from the office surrounded by his grandchildren
Tony is a founding partner of the Bongiorno Group. Tony holds a Bachelor of Commerce degree and is a Certified Financial Planner and specialist SMSF advisor. He is also a fellow of the Institute of Public Accountants and a Chartered Tax Advisor (CTA). Tony is a regular presenter at financial seminars and an invited speaker and guest at a multitude of business forums throughout Australia.
A dedicated family man, Tony loves horseracing and competes in triathlons.
Michael has provided specialist accounting and financial advice to the medical profession since 1998. Holding a Bachelor of Business degree and a Diploma in Financial Services (Financial Planning), Michael is also a member of the National Institute of Accountants. Michael regularly speaks on financial matters with RACS (Royal Australian College of Surgeons) and other medical associations around Australia.
Michael played two years of senior football with his father.
Paul has been with the Bongiorno Group for over 27 years managing client’s taxation, insurance, finance and investment needs. Paul holds professional qualifications including a Bachelor of Commerce degree and a Masters of Taxation. He is a Certified Financial Planner, a Chartered Tax Advisor (CTA) and is soundly qualified to provide specialist advice on all financial needs.
Paul loves scuba diving and trying to save the Great Barrier Reef from Drupella Snails.
A director with the Bongiorno Group, Magdaline joined the business in 1994 with a background in the Taxation and Financial Services industry. Magdaline holds many professional qualifications, including a Bachelor of Business (Accounting) and a Professional Practice Certificate with the Institute of Public Accountants. She is a Certified Financial Planner and a Chartered Tax Advisor (CTA).
Magdaline performed as an amateur theatre actress in a number of modern and classical Greek plays in her 20's
Jim graduated from Monash University in 1988 with a Bachelor of Business in Accounting and joined the Bongiorno Group in the same year. As a registered tax agent, accountant and financial planner, Jim is well qualified to provide specialist advice on the financial needs of the Medical and Dental Practitioner.
Jim was born in Greece and still listens to Greek radio daily.
Loretta is the Director of Financial Planning at the Bongiorno Group. She holds a Bachelor of Business (Accounting), a Diploma of Financial Planning and Certificate IV in Finance and Mortgage Broking. Loretta is a valued member of the Institute of Public Accountants and a Certified Financial Planner with extensive experience in the Financial Services Industry.
Loretta is obsessed with watching home shows such as Grand Designs and Escape to the Country.
Sarah has worked in financial services for over 20 years and joined the Bongiorno Group in 2001. Graduating from Melbourne University with a Bachelor of Commerce degree, Sarah also holds a Diploma of Financial Services (Financial Planning).
Sarah hitchhiked solo from Argentina to Chile and back again (approx. 600km) in 1 day.
Nick joined the Bongiorno Group in 2008 and provides specialist advice to young doctors and dentists. With a Bachelor of Business Management (majoring in Accounting and Finance), an Advanced Diploma in Financial Services, as well as many other professional qualifications, Nick is also a member of the Financial Planning Association of Australia.
Nick has travelled to over 50 countries!