
Rory D’Agostino
Senior Financial AdviserBCom, 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”.

- Bachelor of Commerce (Finance and Marketing)
- Advanced Diploma of Financial Planning
- Certificate 4 in Mortgage Broking
- Certificate of Self-managed Super Funds
- Wealth accumulation strategies
- Pre and post retirement planning
Rory in the hot seat
-
If you could have dinner with anyone dead or alive who would it be?Dr Andrew Huberman- a neuroscientist and professor at Stanford. I listen to his podcasts regularly and find the topics and guests so fascinating and I think he would be a down to earth bloke as well.
-
What’s your favourite quote?“Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan ‘Press On!’ has solved and always will solve the problems of the human race.” -Calvin Coolidge
-
If you could live in any city in the world for a year, where would it be and why?Paris- I love good food, pastries, and wine. In addition, it is close to Biarritz for surfing, French Alps for hiking and snowboarding and French Riveria because it is the French riviera. France has everything.