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Tonina
Ciarrocchi

Executive Advisor
BalwynMelbourne
Victoria
IN THEIR OWN WORDS

Tonina has been in the Financial Planning industry since 2001 with 17 years prior tenure in senior roles at Centrelink. With vast experience in Financial Planning, between Financial Institutions and in the boutique space, Tonina is well positioned to assist clients in making appropriate strategic decisions in the financial world.

Tonina has been recognised within the industry with numerous awards and nominations, including being a finalist in the “Female Excellence in Advice” in 2018. Tonina thrives on helping those who are unfamiliar with many financial issues. She’s passionate about helping her clients navigate through the confusion. Tonina builds a high level of trust in her long-term relationships with her clients through her patient approach. She takes a holistic approach to financial and is a trusted advisor available to guide and support her clients throughout their financial journey.

Qualifications and Memberships

  • Advanced Diploma of Financial Planning

  • Diploma of Financial Advising

  • Member of the Financial Advice Association Australia
SPECIALISATION
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
Super
Super
Tax Planning
Tax
Planning

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