CREDENTIALS

As a niche accounting and financial planning firm that specialises in the medical and dental fields, we provide understanding of your needs, the right advice, a personal relationship between you and your adviser, and access to a wide range of services in the one location. We are committed to maintaining our capabilities into the future.

We are proud to support and nurture the talents of bright and qualified financial minds. To complement the holistic service we provide to our clients, we enjoy close working relationships with other, well-respected professionals in commercial law, family law and estate planning, as well as high-level technical tax advisers.

MEET YOUR ADVISERS

When it comes to your finances, you need the backing of a strong team of professionals who put your needs first. Bongiorno’s advisers have a comprehensive understanding of the requirements of the medical and dental professions.

Aaron Chew
B.Comm, B. Laws, ADFS, AFP
Senior Financial Adviser
Financial Planning

Aaron started his career in financial planning in 2007.
He is a member of the Financial Planning Association, and holds a Bachelor of Commerce, majoring in Accounting and Finance, as well as a Bachelor of Law from the University of Sydney
After graduating, he also completed the Advanced Diploma of Financial Services (Financial Planning).

Blake McKeown
BBA LLB
Consultant
Taxation

Blake holds a Bachelor of Business Administration and a Bachelor of Law from Macquarie University. At the completion of his degree, he joined Bongiorno in 2011, and now specialises in taxation. Blake works closely with many young doctors, interns and registrars to ensure they receive the best advice.

Brandon Perry
B. Comm (Accounting), CA
Consultant
Taxation

Brandon commenced his career in 2007 with a small, CBD based Chartered Accounting firm. He joined Bongiorno in January 2013. He holds a Bachelor of Commerce, majoring in Accounting and is a member of Chartered Accountants Australia and New Zealand.

Brett Kimmorley
B.Bus, CPA, CTA, CFP, SSA
Director
Taxation

Brett worked in the taxation and audit divisions at one of the Big 4 accounting firms for five years and in the business services division of a mid-tier firm for two years before joining Bongiorno (NSW) in 1988. He became a director in 1994.
Brett is a member of CPA Australia, the Taxation Institute, National Tax and Accountants Association (NTAA), Financial Planning Association of Australia, and the SMSF Association.
Brett’s focus is on helping you to achieve your goals through a combination of tax management advice on business and investment structures, debt management, and superannuation strategies.

Gavin Hearn
B.Comm (Accounting), CA
Consultant
Taxation

Gavin holds a Bachelor of Commerce from University of Western Sydney and joined Bongiorno's in 2014.
He was awarded his degree in 2003 and is a member of Chartered Accountants Australia and New Zealand.
Gavin specialises in taxation and focuses on building strong relationships with all of his clients.

 

Heidi Exley
B. Comm (Accounting), CPA
Client Manager
Taxation

Heidi has worked in the field of accounting since 2000, and joined the Bongiorno Group in 2005.
Heidi qualifications include a Bachelor of Commerce, majoring in Accounting. She is also a Certified Practising Accountant (CPA).

Juliette Krowitz
Risk Adviser
Insurance

Juliette has been in the financial services industry since 2002.
She joined Bongiorno in 2015 as an Authorised Representative and has attained the Diploma of Financial Planning.
Juliette specialises in the area of personal risk management, including income protection, business expense, Term Life, trauma, needlestick and TPD insurance.

Louise Brazil
Corporate Secretarial Manager
ASIC and OSR Services

Louise has over eight years’ experience in the accounting industry. She is responsible for all corporate secretarial matters at Bongiorno. She is also the contact for all your Office of State Revenue queries, including land tax.

 Louise is married with two teenage daughters and enjoys travelling, soccer and cricket.

Louise Schutte
B. Comm, CA
Tax Manager
Taxation

Louise graduated from the University of Newcastle in 1992 with a Bachelor of Commerce.
She worked in a Newcastle Chartered Accounting firm until joining Bongiorno in 1996 as an accountant.
In 2000, she progressed to the position of Tax Manager.
Louise has been a member of Charted Accountants Australia and New Zealand since 1994.

 

Luigi Iacullo
B.Econ (Accounting), ATI, CFP, SSA
Director
Financial Planning

Luigi has been providing financial advice to medical professionals since joining Bongiorno in 1991.
He can assist with a range of specialist financial services.
With more than 30 years’ experience in the financial service industry, Luigi’s qualifications include Bachelor of Economics, majoring in Accounting, CERTIFIED FINANCIAL PLANNER and SMSF Specialist Advisor
Luigi is an ongoing speaker and contributor to the Royal Australasian College of Surgeons, Surgical News, and Australian and New Zealand College of Anaesthetists, College Conversations.
He is a member of Financial Planning Association, SMSF Association, and The Tax Institute.

Lyn Franklin
B. Comm (Accounting), CPA
Consultant
Taxation

Lyn joined Bongiorno & Partners in January 2000. She graduated from UNSW with a Bachelor of Commerce (Accounting) degree, is a qualified Accountant with CPA Australia, and holds RG146 accreditation.

Mannie Bongiorno
.
Director
Taxation

Mannie was the founding principal of the Bongiorno & Partners Sydney office in 1976. Prior to relocating to Sydney, he was a partner in the Melbourne office from 1964.
He has more than 40 years’ experience in the accounting, taxation and financial services industries.
Mannie has the highest level of knowledge of the medical and dental professions within the Bongiorno Group.

My-Vi Du
B. Bus, CA
Consultant
Taxation

My-Vi joined the Bongiorno Group in January 2010. She holds a Bachelor of Business from the University of Technology, Sydney, and is a member of Chartered Accountants Australia and New Zealand.

Nicole Manley
Marketing Manager
Marketing and Associations

Nicole commenced employment with The Bongiorno Group in January 2000 as an executive secretary.
She now heads our marketing and sponsorship division with her major focus being centred on the Undergraduates and Young Practitioners program.

Patrick Adonis
IT Manager
Technology

Patrick joined Bongiorno in May, 1995.
Information Technology plays a strong role in supporting the mission and objectives of the Bongiorno Group.
He is committed to ensuring that Bongiorno has the most productive technology tools available.
"Our Information Technology Division's goal has always been to make IT an area of distinction for our company and in order to achieve that goal, we employ the most innovative technology and business professionals available."

Paul Bates
B. Comm (Accounting), CA
Tax Manager
Taxation

Paul commenced his accounting career in 2006 with a small Sydney CBD based Chartered Accounting firm where he provided business services to a range of high wealth individuals. Paul graduated from the University of Western Sydney with a Bachelor of Business & Commerce (Accounting) and is a member of Chartered Accountants Australia and New Zealand. Paul joined Bongiorno’s in August 2012 and provides a combined range of services to medical and dental professionals.

Peter Dwyer
Client Manager
Taxation

Peter began his accounting career with a large international firm in 1970. He joined Bongiorno in 1985 and has expertise in tax, general business and financial services.

Simon Akiki
B. Bus (Accounting), CA, JP, RG146 accreditation
Tax Manager
Taxation

Simon is a member of Charted Accountants Australia and New Zealand, and joined Bongiorno in July 2013. Prior to his appointment he worked as a senior accountant with a boutique chartered firm in Sydney.
Simon deals with medical professionals across the board, from interns to registrars to established doctors and dentists. He has been a practicing accountant for almost a decade, and holds a B. Bus (Accounting) from the Australian Catholic University, as well as RG146 accreditation.

 

Steven Wilkie
B.Econ (Accounting), CA, CTA
Director
Taxation

Steven has worked in the financial services sector since 1994, and joined Bongiorno & Partners in 1998.
After completing a Bachelor of Economics (Accounting) degree he has pursued further ongoing training consistently to date, including becoming a qualified Chartered Accountant with the Institute of Chartered Accountants, an Advanced Diploma of Financial Planning, and more.
In addition to ICAA membership, he is a recognised member of the Taxation Institute of Australia, the Institute of Public Accountants, and SMSF Professional Association of Australia.
Steven has been a Director since 2007 and enjoys combining prudent taxation advice and cash flow strategies to help clients build long-term wealth.

Sue-Ellen Hogan
RG146 Accredited, Cert IV Financial Planning
Manager Insurance Services
Insurance

Sue-Ellen has been in the Financial Services Industry since 1980. RG146-accredited since 2002, with a Certificate IV in Financial Planning, she joined Bongiorno in 2008 as an Authorised Representative and has attained the Diploma of Financial Planning.
Sue-Ellen specialises in the area of personal risk management, including income protection, business expense, term life, trauma, needlestick and TPD insurance.

Tiffany Kan
B. Comm (Accounting), CA
Tax Manager
Taxation

Tiffany started her accounting career in 2006 with a small CBD based Chartered Accounting firm where she assisted SME and high net worth individual clients meet their accounting and tax compliance needs.
She graduated from the University of Western Sydney with a double degree, Master of Professional Accounting & Business Commerce and is a member of the Institute of Chartered Accountants Australia.
Tiffany joined the Bongiorno group in March 2010.  She is thoughtful, enthusiastic and passionate about her work. Tiffany constantly strives to go the extra mile for her clients to achieve their financial goals.

 

Tony Jabbour
B. Comm (Accounting), CA
Director
Taxation

Tony has been a practicing Chartered Accountant for more than 10 years, and has extensive experience working with high-net-worth individuals. He holds a B. Comm (Accounting) from Macquarie University where he was part of the Dean’s Merit List. He also has RG146 accreditation and the Certificate IV in Finance and Mortgage Broking.
Tony joined the Bongiorno Group in 2009, and assists a diverse range of medical professionals and dentists.

Vince Lagana
B. Bus (Accounting and Taxation), CPA, CFP
Director
Taxation

Vince commenced his career at Arthur Young in 1986, after graduating from the University of Technology, Sydney with a Bachelor of Business degree, majoring in accounting and taxation.
Vince joined Bongiorno in September 1989 and consults with clients in relation to taxation, accounting, financial planning, finance and risk management. He focuses on structuring and tax planning to enhance wealth creation.
Vince is a Certified Practising Accountant, a CERTIFIED FINANCIAL PLANNER™ and a member of the Tax Institute.

Warren Davis
B. Comm, MBA, CPA, CTA
Director
Taxation

Warren has worked in the profession since 1999. Warren heads up the Undergraduate and Young Practitioners Program which was created to guide young doctors as they take the first financial steps of their professional career.
He holds a Bachelor of Commerce with majors in Accounting and Finance, a Minor in Economics, and a Masters of Business Administration (MBA). He is also a Certified Practicing Accountant (CPA) and holds RG146 accreditation. Warren is a member of CPA Australia, the Institute of Public Accountants (IPA), the Tax Institute, and the SMSF Association.

Wei-Ling Fong
B. Comm, CA, SMSF Specialist Adviser (2006)
SMSF Manager
Taxation

Wei-Ling has been in the business services industry since 1998 and specialises in superannuation. Wei-Ling joined the Bongiorno Group in 2002 as our Superannuation Manager, and is an accredited SMSF Specialist Advisor™.

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