Financial planning community pays tribute to Tony Bongiorno

financial planning

11 October 2023
| By Rhea Nath |
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Tributes have been pouring in for the late Tony Bongiorno, with advisers and various business leaders describing him as a kind, generous and knowledgeable friend and mentor. 

The advice veteran passed away on 6 October in a tragic accident while cycling for charity, said Bongiorno Group CEO Margaret Mote.

“Tony was the most caring, giving, kind person. He had a unique way of making people feel important and special, always taking the time to listen and to care,” she said.

“Tony adored his clients. He celebrated their achievements as if they were his own and stood alongside them through their challenges.

“We draw some comfort from the knowledge Tony passed after engaging in something he loved; cycling for charity. His motivation for the ride, his passion for fitness, his competitive spirit and of course, his eternally generous soul are quintessentially Tony.”

Bongiorno was a certified financial planner and specialist SMSF adviser with over 55 years of experience. 

He was a founding partner of the Bongiorno Group, which opened its doors in 1964 in Melbourne and has since built its network across Australia as one of the country’s leading financial services organisations for medical professionals.

He was also a fellow of the Institute of Public Accountants and the Certified Practising Accountants, and a chartered tax advisor (CTA).

Writing on LinkedIn, BT’s head of distribution, Jason Brown, said: “Sad news at the passing of one of the architects of our great industry. Passionate to the end about clients, business, family and causes that are bigger than himself. Vale Tony Bongiorno.”

Benjamin Kohn, founder and senior financial adviser of Link Financial Services, remembered him as a “true mensch” who gave him a start in the financial planning industry. 

Kon Costas, managing director of the Principals’ Community, called him a gentleman that will be greatly missed.

According to Paul Grubb, executive chairman of the Insurance & Superannuation Administration Services (ISAS), Bongiorno was “the best of the best” when it came to helping people buy insurance.

Richard Klipin, CEO at Financial Services Council of New Zealand, also described Bongiorno as a legend of the financial advisory and life insurance communities.

“A man of principles, values and belief in community, he influenced many of us in the sector in so many positive and powerful ways. He was always willing to share and provide his guidance and expertise willingly,” he wrote on LinkedIn.

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