Partner & Authorised Representative
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Member of CPA Australia
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CPA Specialist in Financial Planning
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Authorised Representative of BG Wealth Management Pty Ltd
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Registered Tax Agent
“Life is full of unknowns. We can’t be certain of future earnings, interest rates, government policies and even our own health. However, I can guarantee one thing – those who put a financial plan in place will have a lot more money when they come to retire than those who never get around to it,” says Rocky Sorrenti.
Rocky is in charge of financial planning. He has more than 30 years of experience in the provision of taxation and financial planning advice. This includes 4 years at the Australian Taxation Office and 5 years as a Senior Taxation Consultant at Price Waterhouse. After establishing his own successful accounting firm in 1992, Rocky merged with Banks Group in 2007. This enabled him to focus on financial planning while remaining confident his clients would continue to receive the highest quality accounting advice.
Rocky is a devoted family man. He spends his weekends with wife Andrea, watching their three children play sport. He also plays competition basketball and tennis, and enjoys a red while cheering on the ‘Pies’.
Financial Services Guide and Adviser Profile – Rocky Sorrenti