Rocco joined Patman Planning in 2025 as a Senior Client Adviser with the primary goal of helping clients live their ideal life. Rocco enjoys working with people in all stages of their journey and is always ready to be a sounding board for their ideas, concerns, or questions.
Rocco has completed a Bachelor of Commerce with a major in Financial Planning and is a Certified Financial Planner. With over 10 years of experience in top financial planning firms, he combines strong technical knowledge and expertise to provide advice that maximizes the chance of achieving clients’ goals. Rocco aims to make a meaningful positive difference in the lives of his clients.