57 Reviews

Rocco Liuzzi

Whitehead Financial

Bronze

1 Yr Experience

Bundoora, VIC 3083

About Rocco
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Rocco is an adviser who enjoys establishing relationships and creating outcomes for his

clients. His role at Whitehead Financial involves working closely with his clients on a wide range of

strategy formulation to assist them in achieving their financial objectives and goals in life.

Rocco was initially drawn to the world of finance and financial planning because he enjoys meeting

new people, establishing, and building relationships, and being able to assist clients in meeting their

life goals and objectives.

Rocco who has been in the financial planning industry since 2018, worked closely with the CEO of

a financial services firm in the CBD to manage his clients and ensure that the complex strategies

were executed to achieve the best possible results for those individuals. This provided Rocco with

the foundation and experience to assist his clients.

Outside of work, Rocco is currently completing a Masters of Financial Planning. When he is not busy

studying, he enjoys playing soccer on Saturday Afternoons, spending time with his Kelpie Ciccio and

heading out of Melbourne for camping, 4WDing and fishing trips with friends and family.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

I charge a fixed advice fee based on agreed scope of advice required by you. All fees are agreed with you prior to the commencement of work, ensuring there are no surprises when delivering advice.

5.00 December 2025

Rocco has always provided his time to explain things to us that we understand.

5.00 December 2024

As an Ebony Rose Group client for many many years I was automatically referred to Rocco Liuzzi at Whitehead Financial following the official merger in July of 2024. From my initial consultation, he has consistently demonstrated professionalism, expertise and a genuine commitment to meeting my needs.

What impressed me the most about Rocco is his personalised approach. He took the time to understand my unique situation regarding my transition to retirement and cash flows for the longevity of my funds. He offered tailored solutions and expert advice every step of the way.

Beyond his expertise, he embodies integrity and transparency, ensuring that I was well informed throughout every process. His clear communication and willingness to go above and beyond to address any questions or concerns I had made it a pleasure to work with.

I cannot recommend him enough!!

Thanks Rocco.

5.00 December 2024

My wife and I have had the pleasure of meeting with Rocco on several occasions, and we couldn’t be happier with the experience. He is incredibly prompt, relatable, and explains everything in a way that’s easy to understand. Rocco has taken the time to truly understand our financial goals and has implemented some excellent strategies that have already made a noticeable difference. His professionalism, expertise, and friendly approach make him a standout financial advisor. We highly recommend Rocco to anyone seeking clear and effective financial guidance. Thank you, Rocco, for your outstanding support!

4.50 December 2024