Meet your Wealth Team
Principal Financial Adviser
Drawn to the world of finance as a teenager, Rocco has a rich background in corporate finance and brings an abundance of experience and knowledge to YWJ after 8 years in the industry. As an award-winning Financial Adviser, he develops financial plans that are clear, effective, and easy to understand and applies strategic thinking and formulation to build and preserve his client’s wealth.
Rocco prides himself on nurturing long-term working relationships and places emphasis on the quality of service he offers. He enjoys seeing his clients flourish under his guidance and finds it gratifying to help people achieve financial security and freedom.
A lover of the great outdoors, Rocco spends his downtime camping, four-wheel driving or on fishing trips with family and friends.
Head across to Adviser Ratings to hear from the families he has previously worked with.
Our Process
Discovery Conversation
Discovery Conversation
Discovery Conversation
We begin with an open conversation to understand your goals, circumstances & priorities. No pressure, no jargon, no judgement.
Strategic Planning
Discovery Conversation
Discovery Conversation
We design a tailored plan that matches your values, risk tolerance & aspirations.
Implementation
Discovery Conversation
Ongoing Partnership
We take care of the paperwork, co-ordination, structuring and execution - making everything easy and stress free.
Ongoing Partnership
Discovery Conversation
Ongoing Partnership
You'll receive ongoing support, proactive guidance and a regular review to ensure your plan stays aligned with your life.
Awards
Rocco is not just a financial adviser, he's a rising and sought after talent within the industry by clients across Australia, known for his client centric and innovative approach. Being recognised as a winner for the esteemed 'Emerging Adviser of the Year 2025 ' by Count Financial Group, who identifies the top 5 advisers under the age of 30 years old within Australia speaks volumes about his expertise and dedication to his clients.