Rocky Sorrenti
Financial Adviser
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About
Rocky Sorrenti is an ASIC-registered financial adviser based in Hawthorn, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business from Swinburne University (1983), completion of the CPA Program at CPA Australia (2000), and a Diploma of Financial Services (Financial Planning) from Kaplan Professional Education (2012), Rocky possesses a strong foundation of knowledge and expertise. Rocky is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also holds qualifications to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Rocky's commitment to ongoing professional development is highlighted by completion of Ethics and Professionalism in Financial Advice (Kaplan, 2020) and passing the FASEA Financial Adviser Exam (2020). Key services provided include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Rocky Sorrenti today to arrange a consultation and discover how personalized financial advice can benefit you.
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Frequently Asked Questions
What types of financial advice does Rocky Sorrenti provide?
Rocky Sorrenti provides advice on a range of areas including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Rocky Sorrenti's qualifications?
Rocky holds a Bachelor of Business from Swinburne University, is a CPA (CPA Australia), and holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional Education. He has also completed the Ethics and Professionalism in Financial Advice course at Kaplan and passed the FASEA Financial Adviser Exam.
What is the process for becoming a client of Rocky Sorrenti?
The first step is to schedule an initial consultation to discuss your financial goals and current situation. Rocky will then develop a personalized financial plan tailored to your needs. This may involve strategies to achieve your financial objectives.
What should I expect from my first meeting with a financial adviser?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. The adviser will explain their services and how they can help you achieve your objectives.
How can financial planning help me?
Financial planning can help you achieve your financial goals by providing a roadmap for managing your money, investments, and insurance needs. It can help you save for retirement, reduce debt, protect your assets, and achieve financial security.
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