Our team

 

Tom Karatzas

CFP®, CERTIFIED FINANCIAL PLANNER®,

As a financial planner since 1993, my objective is to educate clients on how to secure their financial future.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Small business advice
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning
  • Salary packaging
  • Wealth management
  • Debt management
  • Wealth protection
  • Group insurance
  • Company insurance
  • Centrelink
  • Age Care
Qualifications
  • Bachelor of Business Degree in Economics
  • Diploma of Finacial Planning
  • Certified Financial Planner
Memberships and Associations
  • Member of the Financial Planning Association of Australia
Experience
  • Tom has been a financial planner since 1993.

Frank Grosso

CFP®, CERTIFIED FINANCIAL PLANNER®,

As a financial planner since 1989, my objective is to educate clients on how to secure their financial future.

Advice I specialise in
  • Retirement planning
  • Financial planning
  • Small business advice
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning
  • Salary packaging
  • Wealth management
  • Debt management
  • Wealth protection
  • Group insurance
  • Company insurance
  • Centrelink
  • Age Care
Qualifications
  • Diploma of Financial Planning
  • Bachelor of Arts - Latrobe University
  • Certified Financial Planner
Memberships and Associations
  • Member of the Financial Planning Association of Australia
Experience
  • AMPFP Financial Planner since 1989