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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Emily Djekovic

Emily specialises in developing a financial freedom strategy that is centric to our client’s needs. With no exact formula for what a good outcome looks like, she works closely with each client to understand their lifestyle and how to maintain this right through to and beyond retirement. She is passionate about making smarter choices with YOUR money and ensuring that younger people can create a life not limited by money.

Areas of expertise

  • Working with clients across a large range of income brackets, predominately in their 20s, 30s and 40s – helping to create a life not limited by money
  • Property purchase and debt recycling
  • Investments portfolio management
  • SMSF’s
  • FIRE strategies
  • ESPP, ESOP, GSU’s, RSU’s and employer benefits
  • Estate planning and education funding strategies

Qualifications

  • Certified Financial Planner®
  • Bachelor of Business & Commerce (Applied Finance)
  • Accredited Listed Product Adviser Program
  • Self-Managed Super Fund Program

 

Emily’s passions: Neville her dog, travel and riesling
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Aaron Wijesinghe

With almost a decade of experience in the Financial Advice industry, Aaron has built a deep expertise in providing financial advice to technology employees and their families. Over the years, Aaron has advised many HNW and UHNW families and those looking to build serious wealth. Aaron’s expertise also extends to growing families that are looking for help getting unstuck and wanting a clear path forward for growing their wealth and creating a better future. 

Aaron is a firm believer in the transformational power of financial advice and enjoys being there for his clients, helping them plan for and navigate their big milestones. Whether it’s buying or upgrading their home, buying an investment property, changing careers or starting a family, Aaron is here to help you along your journey and create a life not limited by money.    

Areas of Expertise

  • Wealth Creation & Investing
  • Employee Share Schemes: ESS/RSUs, ESOPs, ESPPs and other employee share benefits
  • Clients predominantly aged in their 30’s and 40’s
  • Property & Debt Recycling Strategies
  • Retirement Planning
  • Wealth Protection

Qualifications

  • Masters of Financial Planning
  • Bachelor of Applied Finance with the Bachelor of Economics
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning

Aaron’s passions: spending quality time with his wife and dog, all things health and fitness, and travel

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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

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/

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

Roland Xu

Roland comes to Pivot with a deep experience across financial advice, accounting, and mortgage broking. What this means for his clients is a multifaceted perspective to financial advice and the ability to zoom out and look at the bigger picture, while still navigating the details such as investment structuring to optimise his client’s outcomes. Roland helps clients turn their goals into reality through clear, actionable strategies backed up with the support to maximise results.

Roland has a strong foundation in technical analysis and statistics, which means no stone is left unturned. He enjoys helping first-home buyers navigate their wealth creation journey with confidence as much as he loves helping high net wealth clients cut their tax bill and navigate true financial security.

Areas of Expertise:

  • Leveraging debt and property strategies
  • Investment structuring and tax optimisation
  • Self Managed Superannuation strategies
  • Employer share schemes (ESOP, RSUs, ESPPs)
  • Retirement planning and intergenerational wealth transfer

Qualifications:

  • Graduate Diploma of Financial Planning
  • Bachelor of Actuarial Studies and Bachelor of Applied Finance
  • SMSF Specialist Advisor (SSA®)
  • Diploma of Finance and Mortgage Broking

Roland’s passions: Statistics and data (yes that is a passion – self confessed numbers nerd), basketball and sports, spending time with his dog