Rory D’Agostino | Financial Planner


Rory D’Agostino is a dedicated Financial Planner committed to providing an excellent customer experience. Rory is passionate about building strong and lasting relationships with his clients and assisting them to make informed decisions to reach their financial goals.

Rory’s approach, is to understand his clients goals and motivations, research effective strategies, implement a sound financial plan and provide ongoing financial advice to ensure his clients stay on track. There is nothing more satisfying to him then helping people achieve their goals.

Rory has completed a Bachelor of Commerce majoring in Finance and an Advanced  Diploma of Financial Planning.

Away from work, Rory enjoys an early morning surf, followed by a round of golf and spending time with family and friends. A diehard Cronulla Sharks fan, the winters are often long and cold.