About our advisers

PIVOT WEALTH
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What makes our advice different

At Pivot we’ve learned that while everyone’s situation is unique, ultimately most people looking to get ahead face some common challenges with money. (1) They struggle with information overload and the overwhelm that comes with it, (2) it’s hard to find balance between getting ahead AND living an epic life at the same time, and (3) there is a strong fear of making a mistake that will cost you a bunch of money. The end result is being ‘stuck’ not getting the results you want.

The Pivot Wealth smart money frameworks and financial advice services have been designed to give a tried and tested, consistent, and reliable approach to helping our clients make the best financial choices, maximising every opportunity available to them, and building true confidence in your direction and where you’re headed with your money.

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Sal Miceli

Sal has dedicated his career to helping clients simplify the language of money and has a genuine passion in guiding clients to Financial Freedom. His experience and genuine care led to his clients achieving phenomenal goals that they otherwise would have never thought would be possible. Sal has been in the Financial Planning Space for over 5 years, and in that time has helped clients build over $300M in net wealth.

Areas of expertise

  • Cash Flow Management and Savings Strategies
  • Debt and Investment Strategies- particularly property and shares
  • Superannuation and Retirement Planning
  • Future Generation Planning
  • Risk Management Strategies
  • Estate Planning
  • Tax Minimisation & Tax Structures
  • Ongoing Coaching, Accountability & Mentorship

Qualifications

  • Masters of Financial Planning
  • Bachelor of Commerce (Finance Major)
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • FASEA Certified
  • Tax (Financial) Adviser- Tax Practitioners Board Accreditation

Sal’s Passions- Boxing, Strength Training, Fitness and Time with his Family

Priyanka Kumar

Priyanka helps professionals and families take control of their financial future by simplifying complex strategies into clear, practical steps. She’s passionate about helping clients make confident financial decisions that align with what truly matters to them – whether that’s buying a first home, investing for freedom, or planning for life’s next chapter.

With a strong foundation in economics and financial planning, Priyanka’s advice style blends technical expertise with empathy and clarity. Her goal is to ensure every client feels informed, empowered, and supported through each stage of their financial journey.

Areas of expertise

  • Wealth creation and investment strategy
  • Property purchase and debt recycling
  • Cash flow management and savings optimisation
  • Retirement and superannuation planning
  • Wealth protection and insurance advice
  • Employee share plans and equity strategies 

Qualifications
 Graduate Diploma of Financial Planning – Kaplan
 Bachelor of Economics (Major in Finance) – University of Technology

Priyanka’s passions: Yoga, travel, and exploring Sydney’s best cafes.

Martin Van Rooy

With over a decade of experience in financial planning, Martin specialises in helping professionals and families make confident, informed financial decisions across every stage of life. His clients value his ability to turn complex strategies into clear, actionable plans that create lasting financial security.

As a Senior Adviser, Martin plays a key role in mentoring the Pivot adviser team and ensuring clients receive consistently high-quality advice across the business. He’s driven by helping clients build wealth strategically while staying focused on what matters most – freedom, choice, and peace of mind.

Areas of expertise

  • Comprehensive wealth creation and investment strategy
  • Superannuation and retirement planning
  • Property and debt recycling strategies
  • Tax minimisation and cash flow planning
  • Wealth protection and risk management
  • Coaching and development of advisers

Qualifications
 Master of Applied Finance (Financial Planning) – Charles Sturt University
 Bachelor of Commerce (Financial Planning and Accounting) – Deakin University

Martin’s passions: Health and fitness, travel, and a good long run on a Saturday morning.

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Ali Haidari

Ali is passionate about helping his clients use the rules to their advantage to get more out of the money they have today. With a heavy focus on tax effective investing and tax planning strategies, Ali gets real kick out of ensuring his clients are doing everything they possibly can to maximise the money they have today.

Areas of expertise

  • Wealth accumulators in their 30’s and 40’s
  • Building wealth through property
  • Tax effective investing strategies
  • Employer share plans
  • Business restructures and planning
  • Tax minimisation for the self employed

Qualifications

  • Graduate Diploma of Financial Planning
  • Bachelor of Applied Finance
  • Bachelor of Economics
Ali’s passions: Good food, soccer, and anything health and fitness/
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Tom Sturmann

Tom has a deep passion for helping people in their 30’s and 40’s accelerate their wealth building today to make their tomorrow more comfortable. With a passion for learning, Tom believes in education as a key driver of confidence needed to truly maximise the money you have today, and to drive true financial wellbeing

Areas of expertise

  • High income individuals and couples
  • Property strategies
  • Debt recycling and tax minimisation
  • Family planning
  • Building investment income
  • Employer share plans
  • Risk management and personal protection

Qualifications

  • Grad Dip Financial Planning

Tom’s passions: Spending time with his two kids, good food, and spreadsheets

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Mitchell Wilson

Mitchell is focused on helping professionals in their prime earning years turn strong incomes into serious financial momentum. He works with individuals and couples who are motivated to do more with their money, but want clarity on the best steps to take. Known for his calm, straight-talking approach, Mitchell helps cut through complexity so clients can take confident action and build lasting financial security.

Areas of focus:

  • High earning professionals and dual-income families

  • Strategic property acquisition

  • Tax-effective wealth creation

  • Planning for children and growing families

  • Passive income generation

  • Leveraging employee share schemes

  • Protecting income and lifestyle

Qualifications:
Graduate Diploma of Financial Planning

Outside of work, Mitchell’s favourite things include: ocean swims, a good craft beer, and geeking out on optimising personal finance systems.

Caleb Uncle

Caleb works with high-income professionals who earn well but know they should be building wealth faster. He’s focused on helping clients close the gap between a strong income and real financial progress, whether that’s putting a clear investment strategy in place, making smarter use of debt, or making sure the right structures are working in the background.

Caleb’s approach is grounded in action. He believes the biggest risk for high earners isn’t making the wrong move, it’s standing still. His clients value his ability to map out a plan that actually gets implemented, not just talked about.

Areas of expertise

  • Tax minimisation and tax-effective wealth creation
  • High-income professionals and dual-income households
  • Strategic use of debt and debt recycling
  • Property purchase and investment strategy
  • Superannuation and retirement planning
  • Employer share plans and equity compensation
  • Cash flow optimisation and savings acceleration

Qualifications

  • Master of Financial Planning – Kaplan Professional (in progress)
  • Graduate Diploma of Financial Planning – Kaplan Professional

Caleb’s passions: Early morning gym sessions, live music, and finding Sydney’s best burrito

Ian Bell

Ian has over 17 years of experience across accounting and financial planning and is a Chartered Accountant with deep expertise in tax, superannuation, and financial structures. He specialises in helping professionals and business owners build and protect their wealth through clear, practical strategies that make complex decisions simple and achievable.

Areas of expertise

  • High-income professionals and business owners
  • Tax-effective investment and superannuation strategies
  • Complex financial structures and wealth protection
  • Retirement and lifestyle planning
  • Strategic debt management and property strategies
  • Employer share plans and equity compensation
  • Business planning, succession, and exit strategies

Qualifications

  • Chartered Accountant (CA ANZ)
  • Bachelor of Commerce (Accounting & Financial Planning), University of Wollongong
  • Certificate in Applied Tax, Taxation Institute of Australia
  • Chartered Accountants Program, Chartered Accountants Australia and New Zealand
  • Ethics + Professionalism in Financial Advice, Kaplan Professional

Ian’s passions: Spending time with his young family, playing soccer, and picking up a guitar when he finds the time

Reece Dolan

Reece works with ambitious professionals who want to make their money work harder and create long-term financial freedom. Known for his calm and analytical approach, he helps clients make smart, strategic decisions around property, investing, and super – cutting through the noise to focus on what actually drives results.

Reece believes great advice should help clients take action with clarity and confidence. Whether it’s building wealth, managing debt, or preparing for the future, he’s driven to make the complex feel simple and the path forward unmistakably clear.

Areas of expertise

  • Investment and wealth creation strategies
  • Property purchase and debt structuring
  • Tax-effective financial planning
  • Superannuation and retirement strategies
  • Wealth protection and risk management
  • Ongoing coaching and accountability

Qualifications
 Graduate Diploma of Financial Planning – Kaplan Professional
 Bachelor of Applied Finance – Macquarie University

Reece’s passions: Golf, fitness, and staying one step ahead of the financial markets.

Joseph Losurdo

Joseph helps clients transform good intentions into great financial outcomes. He has a particular interest in helping professionals and young families get financially organised, invest strategically, and make confident choices around property and wealth creation.

Clients value Joseph’s ability to explain complex strategies in plain English and his focus on achieving real-world results. He combines a disciplined investment mindset with a practical understanding of how to balance lifestyle goals and long-term wealth.

Areas of expertise

  • Wealth building and investment strategy
  • Property purchase and debt recycling
  • Superannuation and retirement planning
  • Cash flow and savings optimisation
  • Tax-effective financial structures
  • Risk and insurance planning

Qualifications
 Graduate Diploma of Financial Planning – Kaplan Professional
 Bachelor of Economics (Major in Finance) – University of Technology

Joseph’s passions: Cooking, fitness, and spending time with family and friends.

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Aaron Wijesinghe | Advice Coach

With nearly a decade in the financial advice industry, Aaron has developed deep expertise in guiding high-performing professionals and families toward financial clarity and long-term wealth creation. After years advising HNW and UHNW clients directly, Aaron now focuses on supporting Pivot’s adviser team—coaching them, refining their strategies, and ensuring every client benefits from his experience and insight behind the scenes.

Aaron plays a key role in shaping Pivot’s advice frameworks and mentoring advisers to deliver exceptional outcomes for clients. His work helps scale the quality and consistency of advice across the business, ensuring every client gets the same thoughtful, tailored strategies that have defined his own approach for years.

He believes great advice should be both strategic and human—helping people navigate major life milestones with confidence, from upgrading a home to managing employee share plans or planning for retirement.

Areas of Expertise

  • Coaching and development of advisers

  • Wealth creation and investment strategy

  • Employee share schemes (ESS/RSUs, ESOPs, ESPPs)

  • Property and debt recycling

  • Retirement planning and wealth protection

Qualifications

  • Master of Financial Planning

  • Bachelor of Applied Finance & Bachelor of Economics

  • Advanced Diploma of Financial Planning

  • Diploma of Financial Planning

Outside work, Aaron’s happiest when spending time with his wife and son + puppy, staying active, and exploring new destinations.

Malcolm Strain

With over 25 years of experience in financial services, Malcolm brings a unique mix of expertise as a CPA-qualified accountant, financial planner, and now mortgage broker. He is passionate about helping clients use debt strategically – whether that’s buying a first home, upgrading, investing in property, or refinancing to improve their financial position. Malcolm’s approach is built on removing financial stress, creating clarity, and ensuring clients can focus on what really matters, knowing their property and lending decisions are working for them.

Areas of expertise

  • Residential property lending (first home, upgrader, investor, and refinancing)
  • Debt structuring and strategic use of debt for growth
  • Cash flow management and reducing financial stress
  • Property portfolio planning
  • Wealth protection through smart lending strategies
  • Business lending and self-employed finance solutions
  • Navigating complex lending and credit structures

Qualifications

  • CPA – CPA Australia (2004)
  • Diploma of Financial Planning – International Institute of Technology (2016)
  • Bachelor of Commerce – University of Newcastle (1996)
  • Diploma of Mortgage Broking Management – Institute of Strategic Management (2020)
  • Certificate IV in Mortgage Broking – Institute of Strategic Management (2019)
  • Ethics and Professionalism in Financial Advice – Kaplan Professional (2021)

Malcolm’s passions: Family, community volunteering, and finding smarter ways to make money work harder

Matthew Dennison

With over five years of experience in mortgage broking, Matt has already helped clients purchase hundreds of properties – from first homes to growing investment portfolios. He thrives on making lending simple and showing clients how to use debt as a tool to build wealth and create financial momentum.

Matt understands that no two property journeys are the same, and takes pride in tailoring lending strategies that work in the real world. Whether it’s navigating bank policies, structuring loans for tax efficiency, or planning the next investment purchase, Matt is focused on delivering practical solutions that help clients take confident steps toward their goals.

Areas of expertise

  • Property purchase strategies (first home, upgrader, and investor)
  • Refinancing and restructuring debt for savings and growth
  • Building and managing investment property portfolios
  • Strategic debt recycling and tax-effective lending solutions
  • Self-employed and complex lending scenarios
  • Loan structuring for flexibility and long-term planning

Qualifications

  • Bachelor of Finance (Banking, Corporate Finance)
  • Certificate IV in Mortgage Broking

Matt’s passions: Following the property market, keeping active, and spending time with friends and family