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Rory D’Agostino

Senior Financial Adviser

BCom, AdDipFP

With over a decade of experience in financial services, I am committed to providing advice and guidance to assist clients make their money work for them and their families.  

The best parts my job are opening clients’ eyes to possibilities they’d never considered and seeing them make real progress towards their version of a great life.

I primarily work with high-achieving professionals and aspirational families. Helping them grow, consolidate and protect their hard-earned wealth.

Beyond the university and industry credentials, dedicated to my role, I’m constantly learning – whether it’s from colleagues, business partners or continued professional development, to make sure my clients receive up-to-date and impactful advice.

Away from the office, you’ll find me keeping active by training for triathlons, surfing, swimming and hiking. I also love spending time with family and friends, and being outdoors whenever I can.

I’m a creature of habit, devoted to my morning routine to ensure “if you win the morning, you win the day”.

Rory D'Agostino
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