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Integrated financial solutions to achieve all your financial needs

Welcome to Nationwide financial

OUR MISSION

“AT EVERY STEP OF YOUR JOURNEY, WE ARE THERE TO LISTEN, UNDERSTAND AND PROVIDE THE RIGHT ADVICE” 

OUR SERVICES

Tax & Accounting

We provide a wide range of tax and accounting services. Our tax professionals have a wealth of experience and are always responsive to the latest legislative changes.

Financial Planning

We have been providing financial planning services for over 25 years. Our Financial Planning team has been the recipient of numerous awards such as the National Practice of the Year 2010 and the NSW Practice of the Year 2010.

Insurance

We provide advice on both personal and business insurance. For many of us, insurance is a vital part of a financial plan and Nationwide have staff with over 50 years of combined experience in the insurance industry. We are therefore well equipped to provide relevant and pertinent advice to you.

Guidance in Lending

When it comes to lending, we can assist in guiding you to secure the finance you need. We have over 15 years of experience in finance structures and product knowledge, and have a network of certified lending advisers to assist your financial circumstances.

Dino Di Giulio

CEO, B.Ec, FIPA, FTIA, FNTAA, AFP

My name is Dino Di Giulio and I am the Principal and Founder of Nationwide Financial. When I started the business back in 1989, 30 years ago, I was the sole employee where I would go to client’s homes and prepare tax returns for them, some of which have remained loyal clients to this day. From there I grew the business across all areas of financial services, and continued my education as an Accountant and became not only a Registered Tax Agent, but also a Certified Financial Planner. Along the way I met my amazing staff, and together we make the Nationwide Financial Family what it is today.
In my own time I enjoy watching all sports, in particular soccer. In my role as a board member of a few sporting organisations, I enjoy contributing to assist young players in particular in the community in seeing them grow and develop their skills and their personal attributes. I also enjoy my time with family and doing my best to make a difference wherever possible.

Toni Pervan

CEO Personal Assistant

My name is Toni Pervan and I am an experienced Executive Assistant with over 15 years experience in administration in the Finance Industry. I have been fortunate to be in the same role for the last 8 years which is providing administrative support to the Practice Principal. I am married and have a 12 month old Son who is the light of my life. As a mother there isn’t much spare time but any time I do have I dedicate to my family.

MEET THE REST OF THE TEAM

Garry Leary

Garry Leary

Head of Financial Planning, JP,FAFA,AFPA

My name is Garry Leary and I have been in the financial planning profession since 1978.

For my first 33 years in the profession I owned my own very successful business which concentrated on advice around personal insurance, wealth creation through personal investments and superannuation, retirement planning and general insurance. Since then I have been with Nationwide Financial, since 2010 as a Senior Financial Planner and head of the financial planning team. For these 43 years I have been driven by the desire to help people achieve their goals whether it be protecting their family, protecting their business or planning for retirement. Many of the clients that I care for and advise today have been with me for these 43 years.

Con Doumbos

Con Doumbos

Senior Financial Planner, Dip FP

My name is Con Dumbos and I have been in financial planning since 1987..

I have been with Nationwide Financial since 2016, in my role as one of the Senior Financial Planners. My passion has always been to make a positive difference and work closely with clients’, assess their future financial and life goals and objectives. This involves an analyses of their current situation including gathering information to assist us to determine the best strategies and create a road map moving forward. A very important part of my role is to review our clients’ road map on a regular basis to make sure they stay on track taking into consideration their changing needs, circumstances and the economic environment around them. In my spare time I enjoy a good party around a BBQ with friends and family, rugby league, music, seeing live bands and swimming.

Joe Luciani

Joe Luciani

Head Of Tax & Accounting, JP, FIPA

My Name is Joseph Luciani and I was born in Sydney, Australia.

I am a Fellow of the Institute of Public Accountants, have a Diploma of Financial Services (Financial Planning) and I am a Justice of The Peace and have a passion for Accounting, Tax and Financial Services. I have over 38 years in the Accounting, Taxation and Financial Services industry. I commenced employment with Nationwide Financial in September 2000 as an Accountant.

Prior to that I worked with a number of Corporations predominantly in the Commercial Accounting and management fields. I worked for Mobil Australia, Waltons Bond, Clearview Aluminium Windows, O’Brien Glass and Windscreen O’Brien, Plilkington Glass and Mr Fothergills. In these Corporations I had the possibility of experiencing various Business Management models and experiencing Commercial aspects of the various Business’s. I enjoy catching up with family and friends and love the adventure of travelling and experiencing new cultures and meeting people. I am a life member of the Merrylands Soccer Football Club and love my sport, especially supporting the Western Sydney Wanderers and St George Illawarra. Working with a strong team at Nationwide Financial and assisting our Clients in managing their Financial Affairs  is very satisfying.

Diana Bounassif

Diana Bounassif

Financial Planner/ Senior Paraplanner, B.Com (Fin & ECom), GDip FP

My name is Diana Bounassif with over 17 years of experience in the Financial Planning industry...

My role at Nationwide Financial is Senior Para Planner. I enjoy using my experience and skills to help people achieve their financial goals to place them in a comfortable position during their retirement years. I love spending time with my family and friends as well as exercising and enjoying the outdoors.

Joey Maiorana

Joey Maiorana

Client Manager / Internal Accountant

My name is Joseph Maiorana and I have been working for Nationwide Financial for nearly 20 years..

I started working at Nationwide Financial straight after my HSC in the year 2000, and have been here since. I am an Accounting client manager for Small Business Entities & Individuals. I am also the internal accountant for Nationwide Financial. When I get a chance, I get hands on in the garden, love motorsports and love the NRL. Go the Canberra Raiders!

Anthony Lee

Anthony Lee

Senior Client Manager

My Name is Anthony Lee and I am a CPA and Registered Tax Agent, joining the Nationwide Team back in November 2002..

…where I am currently in the role of Senior Client Manager looking after a portfolio of business and corporate tax clients. I have over 35 years’ experience in the Taxation and Accounting field including 12 years at P&O; culminating in the position of Financial Controller of P&O Cruises Australia. I enjoy spending quality time with my family and friends, and also watching and playing all sports especially rugby league, where I am an avid St George supporter.

TESTIMONIALS 

“Never before had I used a Financial Advisor and thought they were for the rich people. Since linking with Nationwide Financial I have realised how wrong I was. Maree, Gary and Bonny have advised and educated my on my finances. The information given to me is broken down so that I can understand what I am doing and how it is benefiting me. The team avail themselves to reply to my emails or chat over the phone when needed. When I am speaking to them I know I have their undivided attention and they ensure I understand what is being discussed.

Thank you for your ongoing assistance and patience in everything that you do.”

Tammie Punch

To Con, Maree and all the Nationwide team that we have had dealings with over the past few years (particularly Con for his constant support and genuine interest). Thank you for your professionalism, courtesy, helpfulness, patience and expertise, and the hours you have spent putting together an excellent portfolio to suit us. The support we have had from Nationwide has made us feel truly confident and comfortable with our retirement.

Sincerely,

Brian & Sue Tucker

“We have had business dealings with Nationwide/Dino for more than 20 years.  Initially it was it was Nationwide Tax and Professional Services and Dino would come to our house and do my Tax Return at our kitchen table.  Where have those days gone? Over the last 15 or so years with Nationwide Financial it has centred mainly around the more complex issues of retirement and Superannuation and pensions and the many ancillary issues that come with this.

Our association during this time has proved to be exceptionally beneficial for us.  We have been advised in a most professional and competent manner and we feel very comfortable with where we are currently at.  We think highly enough of Nationwide that we have recommended them to family members, friends and acquaintances which is something one does not do lightly when it comes to the matter of personal finances.

To have trust in your Financial Adviser is an absolute must when it comes to looking after your future.

Thank you so much for all that you do.”         

 

Michelle & Bob McPherson

Congratulations to Dino and all at Nationwide as you celebrate 30 years of  successful financial service and support to your clients. This has been provided by those past and present with competence, passion, a sense of urgency (and humour) that in my, and I’m sure in my extended family’s view, is hard to rival. I know there are many others working in the background that we don’t know or meet on a less regular basis. However, thank you to Dino, Garry, Andy, Anthony and Maree for providing that personal, always accessible support across all disciplines.

All this has led to our financial security over the last 15 years of a great relationship. 

There are headwinds ahead but I know we are in good hands.

Enjoy the celebration.

Kevin & Lyn Darke

CONTACT US

This information is general advice only, prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to products mentioned before making any decisions.  Millenium3 is not responsible for any service or advice offered in relation to Taxation, Accounting or Lending. © Copyright 2017 D. J Di Giulio & Associates Pty Ltd trading as Nationwide Financial is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 AFSL 244252. The information within is for Australian Residents only.