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About
  • About us

    BG Private is an AFR Top 100 accounting, audit, and advisory firm.

  • Our history

    We have a proud 45-year history. Learn more about our journey here.

Services
Services for businesses
  • Accounting & Business Advisory

    Discover how our accounting and advisory services can help your business grow and reach its goals.

  • Audit & Assurance

    Find out how we can assist you with your audit, assurance, and statutory reporting requirements.

  • Tax Advisory

    Learn how we can answer your complex tax questions with our specialist insights and advice.

  • Corporate Advisory

    Find out how our strategic and operational involvement can help your business maximise its value.

  • Private Equity

    Learn how we generate healthy returns for investors by backing ambitious SME founders.

Services for individuals
  • Accounting Services

    Discover all the ways we can help you navigate and optimise your tax matters.

  • Tax Advisory

    Learn how we can answer your complex tax questions with our specialist insights and advice.

  • SMSF Management

    Discover how we can help with the administration of your Self-Managed Super Fund.

  • Financial Planning

    Find out how we can help you reach your financial goals.

Specialisations
Industries
Business types
  • SMEs

    Learn how we partner you along your journey to help you create a thriving business.

  • Not-for-profits

    Learn how we can help with your accounting and audit needs so you can focus on helping others.

  • Family businesses

    Discover how we can help you every step of the way as you build a legacy-leaving family business.

  • Australian businesses overseas

    We can help you navigate the exciting process of expanding overseas.

  • Foreign companies in Australia

    We can help you set up and run your operations Down Under.

Our People
Insights
  • Articles

    Read the latest BG updates and interesting articles from our expert advisors.

  • Case studies

    See examples of how we have helped clients to learn how we can help you as well.

  • Video & podcasts

    Get the latest insights from our experts on a range of topical money matters.

  • Events

    Discover our upcoming events including webinars, in-person events, and fundraisers.

  • Resources

    Check out our helpful info sheets, tools, and websites.

Careers
  • Why choose us

    Find out how we can help grow your career, and learn about our rewards and benefits.

  • Current opportunities

    We are always looking for talented people! Browse our vacancies and apply today!

  • Recruitment process

    We like to make the recruitment process as seamless as possible. Learn more here.

  • Experienced professionals

    Find out why BG Private is a great place for seasoned professionals.

  • Graduates

    Apply what you’ve been learning to real-world cases – launch your career with us!

  • Interns

    If you’re studying Accounting, kick-start your career with an internship at BG Private.

Contact
Rocky Sorrenti

Rocky Sorrenti

  • Partner | Financial Planning | Accounting & Business Advisory
  • Melbourne
Download bio brochure

Rocky Sorrenti is a Partner of BG Private’s Accounting & Business Advisory and Financial Planning divisions. He also sits on the firm’s Advisory Board, which oversees our long-term strategy.

He has 38 years of experience in providing tax and financial planning advice, including four years at the Australian Taxation Office and five years as a Senior Taxation Consultant at Price Waterhouse.

After establishing his own successful accounting firm, Rocky’s firm merged with BG Private in 2007. His task was to grow the Financial Planning division, which now has 18 team members.

Rocky Sorrenti is a widely respected financial advisor who has provided ongoing strategic advice to hundreds of individuals, family groups and businesses over the decades.

As Rocky always says: Life is full of unknowns. And while we can’t be certain of future earnings, interest rates, government policies and even our own health, 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.

His background in accounting means that clients also benefit from the wealth of experience Rocky has in advising on the tax implications of business structures (including trusts, SMSFs and investment companies).

Experienced in business succession planning, Rocky works with estate planning lawyers to help clients ensure their legacy is protected and that their wealth is passed on to the next generation.

Recently, Rocky helped create Platinum – a wholesale offering for sophisticated investors. This has given clients exciting new ways to grow their wealth through investment opportunities not generally available.

Rocky feels very strongly that his team of financial advisors provide the highest levels of client service and care and has established processes and protocols to deliver this.

Outside of work, Rocky takes part in a local tennis competition, enjoys golf trips and goes to most ‘Pies’ matches – in good times and bad. He also sits on the Advisory Board of Civitas Services Australia.

Experiences of note

  • Rocky was closely involved in establishing and managing the Irene Phelps Charitable Trust as part of the client’s estate planning wishes. Established about 10 years ago, the Trust has donated over $2 million to the client’s desired charitable causes thus far. It is an amazing example of a legacy that continues to support those causes that were close to our client’s heart.
Financial Services Guide and Advisor Profile.

 

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. If the advice relates to the acquisition, or possible acquisition, of a particular financial product, the client should obtain a Product Disclosure Statement (PDS) (if required) relating to the product and consider the PDS before making any decision about whether to acquire the product.

Qualifications

  • Bachelor of Business

Memberships

  • Member of CPA Australia (Financial Planning Specialist)
  • Registered Tax Agent

Highly regarded in

  • Business structure advice
  • Self-managed super funds
  • Investment advice
  • Retirement planning
  • Succession planning

Specialisations

  • Family groups and businesses
  • High-net worth individuals and family groups
  • Private equity
  • Charitable funds