We are financial planners and advisors located in the inner city suburb of Fitzroy in Melbourne. We proud to have been providing financial advice in Melbourne since 1989, and employ registered and experienced tax agents, finance brokers and financial planners to give you all the support you need.
We are a strong and committed team of industry experts at Aperio.
Approachable and always happy to help, our team offers all the financial services you need under the one roof. Our team often collaborate with our clients at various stages, in order to manage various aspects of their business or personal finances.
Serhan is the Senior Financial Planner at Aperio, with over 10 years of experience in all aspects of the financial services industry.
Serhan is particularly highly regarded for his expertise with Superannuation advice, Managed Investments Schemes, Listed Securities, Retirement Savings Accounts and Personal Insurance Advice. His clientele list varies from individuals, couples and families to small businesses and major corporations.
Serhan is passionate about being helpful, dedicated and honest with his advice to his clients as he understands how important it is for financial advice to be clear in today’s environment.
He is well respected within his industry for his professionalism, work ethic and integrity. He believes that no goal or dream is too big as long as you have the right financial strategy in place.
Serhan is a Member of the Financial Planning Association of Australia (FPA) and is also a registered tax (financial) adviser.
Serhan’s Authorised Representative no. 1262131.
At Aperio, Jim takes on the role of not only a Practice Manager but mainly a Leader. Providing and assisting the Aperio team and their clients with his knowledge and over 30 years of experience within the financial planning industry.
As a committed family man, Jim understands the importance of family and the need to provide and plan for a family’s future.
Jim believes that we all have similar goals and desires in life, which are often around creating enough wealth to enjoy a comfortable lifestyle, however, which is defined for you.
He is known for his honesty, openness, professionalism and always happy to be of assistance nature to his clients. Whether it may be a conversation regarding your financial planning goals or simply a conversation about the Collingwood Magpies and how arguably great they are according to him. You can rest assure that every interaction with Jim will be a great experience.
Helen has been a part of the Aperio family for over 20 years. She is responsible for arranging client meetings, client account applications from start to end, responding to clients’ inquiries and helping the Aperio team with everyday support. Helen is not only responsible for Aperio’s day to day operations, but also has the most difficult role of keeping everyone at the office in line. On her down time, Helen is occupied with playing super mum and super wife for her three sons and husband at home.
Our referred Mortgage Broker from 123 Loans Pty Ltd. Josh assists in arranging all sort of home lending scenarios for first-home buyers, home upgraders/downsizers, refinances, construction loans and many other product solutions. Josh is not only passionate about helping his clients purchase their next investment property or dream home but also about building a long-term relationship with them and their families. He is regarded to be an excellent problem solver who always aims to provide his clients a simple, stress free process whilst purchasing their investments and building their estate portfolio. On his down time, this huge Carlton supporter is occupied with spending time with his family and friends ensuring that he is always available to assist whether it may be on a personal or professional capacity.
Joshua’s Credit Representative No. 535675
Dersim is a part of the 123 Loans Group and specialises in Mortgage Administration and Office Management. Her role involves mortgage loan submissions, rapport building with lenders and clients, database management, customer file/audit requirements, customer services, and troubleshooting clients’ post-settlement needs.
As an investor herself with a young family she understands the aspects of building one’s wealth for the future.
Dersim’s over 10 year experience within administration and real estate has helped provide her clients with the upmost helpful communication and assistance during their interaction. During her time away from the office, Dersim spends her time exploring new cafes and food spots all across the state.
Mahen was inspired to follow the path of accounting after completing Certified Management Accounting (CIMA UK). He began his career as an Auditor at BDO and then move on to service (Logistics) sector as finance manager, having over 15 years of experience.
Now a Certified Practising Accountant (CPA), and specialising in taxation.
Mahen is sincere, knowledgeable and works diligently to help individuals and families make sense of their taxes and provide clear, accurate information and advice. Mahen also enjoys the opportunity to work with small business around their accounting requirements and needs.
You will really enjoy developing an open and trusted relationship with Mahen as he is an integral part of the team.
Charlie is a part of the Tax Matters team. Charlie contributes over 30 years of accounting and customer service experience to the rest of the team at Tax Matters and Aperio.
Having worked in the areas of telecommunication, accounting, finance and property conveyancing, gives him a very good understanding of how to assist our small business clients.
Charlie has completed studies in business insurance, marketing, accountancy and is embarking upon further studies in the area of taxation to further add value to our clients’ needs and goals.
Charlie knows most of our existing clients on a first name basis, he is always friendly, courteous, and professional and his primary goal is to provide excellent service to exceed customer expectations
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