Meet your Wealth Team

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. 

Rocco is an award-winning wealth adviser who is recognised for his genuine care, proactive communication an ability to make financial discussions feel calm, clear, and grounded. He takes a personal interest in every client’s story — their family, goals, lifestyle, and the “why” behind their financial decisions — ensuring his advice is truly tailored to the individual, not generic or formulaic.

With 100+ 5-star reviews already to his name, Rocco is building a career that will support and guide clients through their wealth journeys for decades to come. 

Clients appreciate that Rocco explains concepts in relatable, everyday language, without intimidation or financial jargon. He is known for being approachable, patient, and thoughtful, someone clients feel comfortable turning to not just for technical advice, but for reassurance and perspective during life’s big financial decisions.

Rocco’s approach extends beyond spreadsheets and modelling. Many clients describe him as a trusted sounding board, a steady guide, and someone who genuinely cares about their wellbeing. His clients’ wins feel like his wins, and he is openly invested in helping them move forward with confidence.

From an education standpoint, Rocco holds a Master's Degree & Post Graduate Diploma with Kaplan Professional, as well as a Bachelor's degree (Accounting & Finance) with La Trobe University.

Outside of work, Rocco enjoys getting outdoors, camping, four-wheel driving, and fishing with family and friends, experiences that keep him grounded, balanced, and community-focused. He brings that same down-to-earth energy into his professional life, creating an advisory experience that is personal, empowering, and centred on trust.

Head across to Adviser Ratings to hear from the families he has previously worked with.