header

| About Us | | Services | | Staff | | Seminars | | News | | Contact Us | | Links |

mario

Mario Di Martino

Authorised Representative No. 242120

Mario is a director of the business and a Financial Planner.He has a Diploma in Management, an Advanced Diploma in Financial Planning and a Bachelor of Business in Commerce. Mario has been associated with the Insurance Industry for over 19 years, starting with Colonial Mutual in 1985. During that time, Mario has strived to keep up to date with changes constantly going on in the industry to be able to best service his clients. This is proved by his large and loyal client base, with some customers going back many years. Mario's main focus is on helping young couples achieve their wealth accumulation and assisting them with their wealth creation strategies. Another main focus is on helping retirees invest their hard earned savings.

Mario is an affiliate member of the FPA - FPA (Aff)

`
leo

Leonardo Vargiu

Authorised Representative No. 246195

Leonardo is a director of the business, Certified Financial Planner and has been a qualified Chartered Accountant since 1990 (Registered Tax Agent since 1988). He holds a Bachelor of Business Degree from RMIT and is a Fellow of Chartered Accountants since 1991.

Unlike other Accounting firms, Leo's interest in your business doesn't end with the last box on your tax return. Instead he takes the time to examine the drivers behind those figures, for example; Are your expenses ratios healthy? Is your net profit aligned with your business plan? What improvements can be made now to ensure your business is in a better tax position next year. This is proved by his large and loyal client base of Sole Traders and small companies enterprises.

Apart from providing traditional accounting and taxation advice, Leo's speciality areas include:

  • Wealth building and tax minimisation strategies
  • Risk management
  • Self-managed Superannuation funds, accounting and investment advice
  • Home loans and Leasing

Leo is a principle member of the FPA.

next page >>

Investorplanning Pty Ltd ABN: 37 626 973 536
A Corporate Representative of Australian Financial Services Limited ABN 50 116 900 362
Australian Financial Services License Number 297239.
Level 15, 520 Collins Street Melbourne Victoria 3000

fpa