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.
Marcus joined the team at Aperio in early 2012. Marcus commenced his financial planning career within the banking industry over 17 years ago. His time within the banking industry started as a financial advisor practicing as a senior adviser with the bank for 7 years. He then moved into managing a team of financial planner, providing them with Technical & Strategy support for 3 years.
His extensive experience within the banking sector has provided him with great knowledge of the financial planning & advice industry.
Marcus is passionate about being clear and how important it is for financial advice to be clear in today’s environment.
We know you will agree that he is pleasure to work with. He is well respected within the industry for his professionalism, work ethic and integrity. Finding a more genuine being would be a challenge!
He is a member of the Financial Planning Association of Australia, and is currently completing his Certified Financial Planner designation with the Financial Planning Association of Australia.
Serhan came to Aperio in 2014 as a young RMIT student with a big passion to enter the financial planning industry and gain as much experience as possible during his study. He was initially told to come back in a year’s time and that’s exactly what he did! A year to the day! How could the Aperio Team say no!
From day one he was willing to listen, think, and understand the importance of financial planning and how it can greatly benefit his clients by expanding his own knowledge. Never shying away from a task at hand in the office or while still completing a high standard of study at RMIT.
He is a natural born leader, head of the pack, especially on the indoor soccer court. A passionate family man Serhan is always going out of his way to help his family. Whether it’s a 10km walk helping his dad with his health or assisting his mother with her cleaning business. His family has shown him how important the right financial planning strategy is to his clients and to ensure their loved ones are taken care of in the future.
In 2017 he graduated in the top of his class and in 2018 Serhan officially became an authorised Financial Adviser at Aperio. Working at Aperio he has taken the time to learn from our best, Alex and Marcus. Never afraid to ask questions to ensure he is on the right path, always willing to learn and is sure to give his clients the best possibly advise for their future goals. Serhan is a member of the Association of Financial Advisors.
A committed family man Jim is kept busy with his son and is heavily involved in his education and sport commitments. On many occasions he has taken the lead by coaching his son’s basketball team last minute when they were left coach less.
Jim understands the importance of family, 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.
Jim has a passion of wanting to help every client needs, no matter how big or how small he gives the upper hand on providing his clients with outstanding service.
He is more than happy to spend hours of the phone with clients, not only about their financial planning, but also about their private lives, giving clients personal advice from an experienced family man and father’s perspective, as he is open, honest and always happy to be of assistance.
They say “behind every mans success is a woman”, well here at Aperio Leah is known to be the backbone of the company. Coming to Aperio in 2011 from a management background, Leah has taken the role of office manager.
As a young investor herself, purchasing her fist property at the age of 20, then another 2 by age 26, in preparations for her young family, she understands the aspects of building ones wealth for the future.
She is not only responsible for Aperio’s day-to-day operations, but also has the most difficult role of keeping the Aperio boys in line.
On her down time, this self proclaimed “girlie girl” attends to her weekly boxing classes, yoga, along with her motocross riding, home renovating and party planning for her endless amount of family and friends.
Leah is the definition of a one-woman army. Having not only a kind heart, but a bubbly personality, Leah is the first person to greet our clients to over the phone and in the office with her big personality and smile.
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