TONY BONIELLO
PRINCIPAL ADVISER & DIRECTOR
Certified Financial Planner, Dip FP
Tony has worked in the Financial Services industry since 1990 successfully operating his own financial planning practice in both Canberra and Melbourne.
After moving from Canberra to Melbourne in 1995, he continued to maintain relationships and services with his Canberra clients. He often returns to Canberra for both professional and personal reasons with his father, Charlie still residing there.
Tony is a Certified Financial Planner. This distinction is only awarded to individuals who have met rigorous competency, ethics and professional practice standards. In order to retain their right to use the CFP mark, CFP professionals must satisfy ongoing renewal requirements including continuing professional development. He has also successfully completed his Diploma of Financial Planning and is a member of the Financial Planning Association of Australia (FPA).
Tony has also achieved Professional Standards Excellence and Business Recognition awards within the various advice groups.
He is well qualified and experienced in the development of comprehensive financial planning advice to clients.
Tony is married with 3 children and enjoys spending time with family, travelling, catching up with friends and is an avid sports fan of all codes with a keen interest in basketball and golf (has shot a PAR round!). In fact, Tony represented Australia in the Under 21 Men’s Junior World Cup, Bormio Italy 1987, then went on to play in the NBL with the Canberra Cannons, which won the NBL title in 1988. Tony also coached with the Australian Men’s Deaf basketball team in the Deaf Olympic’s, held in Rome 2001. Ask him about these experiences which he passionately loves to talk about!
Tony’s satisfaction has always come from satisfied clients and this reflects in his ability by providing sound, quality and strategic personal advice. He enjoys developing close relationships with the clients that he looks after, in particular to assist in times of need.
STEPHEN HILL
SENIOR PARAPLANNER
B.Bus (Acc), Dip FP
Steve has been in the financial planning industry since 1995 and has been working with Tony since October 2005. He looks forward to an exciting new period working with Tony under Value Wealth Management.
He has a wealth of knowledge and experience - his education includes completing the Diploma of Financial Planning and a Bachelor of Business for which he majored in Accounting.
In his current role he provides assistance with technical enquiries on financial planning issues and the preparation of advice documents. Steve has developed a close working relationship with clients and places a high level of importance on the delivery of quality customer service.
IVANA AVER
CLIENT SERVICES OFFICER
With over 24 year’s experience in the financial services industry, Ivana joined the group as Administrator in 2005 and has been working with Tony ever since. She brings a wide range of experiences and substantial level of expertise to her role as our Client Services Officer.
Ivana’s effectiveness and professionalism managing tasks ensures that the business operations are run in a very efficient manner while her approachable, caring personality ensures that all our clients are well looked after. Ivana’s customer service and time management skills, as well as her natural ability to motivate and communicate, make her a positive and valuable member of our team.
Ivana has two children who currently live interstate pursuing their careers and with the kids gone, she has a Maltese/Shih Tzu named ‘Chika’ who rules the household and puts on a crazy greeting for visitors!
DEB ABRAHAM
RECEPTION / ADMINISTRATION
Deb is the voice of our business and will most likely be your first point of communication with us. Working as part of our team since 2016, Deb brings with her a diverse administration background which she has built up over many years working within publishing, customer service, real estate, accountancy and the transport industry. Deb’s strengths are her communication skills and being super efficient with clients, whilst at the same time delivering on these strengths with care and kindness. Deb looks forward to greeting you either over the phone or upon your arrival at Value Wealth Management. Deb has three children and three grandchildren who keep her active and exhausted!