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About us

We are a boutique financial services firm. The firm has been established since 1991. Our firm prides itself in the personal service that it offers.

Your financial needs can be looked after by our trusted professionals, whether it be tax, financial planning or accountancy.

We are pleased to offer an initial free half hour consultation to discuss how we can assist you with your financial needs.

Staff:

Leonardo Vargiu:

Leo graduated in 1987 from RMIT with a Bachelor on Business in Accounting. He became a registered tax agent in 1988 and has been doing tax returns ever since. In 1991, he was admitted as a member of the Institute of Chartered Accountants after successfully completing his professional year. He has advised clients on a personal level since them.

Wanting to meet clients needs, he became a financial planner in 1999. He joined the Financial Planning Association and became a certified financial planner in 2004.

Leo is also a Fellow of both the Institute of Chartered Accountants and Taxation Institute of Australia. He has also attained the designation of Chartered Accountants - Financial Planning Specialists.

These Qualifications have been attained in order to deliver the best service to our clients.
 

Lucio Romano:

Lou worked in the Australia Post as the Acting Manager (GPO Melbourne) for 20 years. He then got a Diploma of Accounting in Victoria University in 2001. He received an Advanced Diploma in Accounting in 2002 and he obtained a Bachelor of Business (Accounting) in 2003. He has been working for Leo since 2002 and has been working for H&R Block for several years now, part time.

Maria Borkut:

Maria is likely to be the first person that you will speak to at at our firm either on the phone or as you enter. Maria is our Client Manager and is in charge of the day to day running of the practice. Maria has always worked in the Financial Services Industry. Starting out at AMP in the Corporate Superannuation Department then moving on to BTR working in their internal Superannuation Department. Maria has started working for Leo in the year 2000 as Office Administrator.