Financial Planning

Financial planning is the comprehensive ‘tying together’ of all of your financial affairs.

About Us

Find out about the team who can help you.

Blogs

Your key to a secure financial future.

Videos

Value of Advice

Young professionals

Couples and families

Pre-retirees

Retirees

News & Resources


Tools & Calculators


Online Articles


Contact us


Meet our Team

Luke Di Pietro Financial Planner

Luke is an Authorised Representative of Count and a principal/employee of Aim Financial Advice and receives a salary as his only form of remuneration.

Luke has 16 years of experience in the provision of financial planning advice. He attained the Advanced Diploma of Financial Services (Financial Planning) from Kaplan in October 2010 and has recently completed the Graduate Diploma of Financial Planning from Kaplan. He is a member of the Association of Financial Advisers.

Luke is authorised to provide advice in the following areas:
  • Deposit and payment products
  • Government debentures, stocks and bonds
  • Life products
  • Managed investment schemes
  • Retirement Savings Accounts
  • Securities
  • Superannuation

Susan Di Pietro Financial Planner

Susan is an Authorised Representative of Count and a principal/employee of Aim Financial Advice and receives a salary as her only form of remuneration.

Susan has over 25 years of experience in the provision of financial planning advice. She attained the Diploma of Financial Planning from Deakin University in August 2002 and holds the CERTIFIED FINANCIAL PLANNER® designation. Susan is a member of both the Association of Financial Advisers and the Financial Planning Association of Australia.

Susan is authorised to provide advice in the following areas:

  • Deposit and payment products
  • Government debentures, stocks and bonds
  • Life products
  • Managed investment schemes
  • Retirement Savings Accounts
  • Securities
  • Superannuation

Get in touch with our team for questions, guidance or to arrange a meeting