WHY WE DO WHAT WE DO

In family business we aim for a better life for our loved ones. Yet finding the time to spend with them has become challenging for most busy business owners. Regardless of the industry you are in, the wheel doesn’t stop.
To plan, grow and protect what you have it takes dedication and persistence. If your to do list includes anything to do with a financial institution that’s where we can add value.
At Cursio Group we strive to take the burden of dealing with financial institutions away so you can concentrate on what you do best for your family and your business.

THE CURSIO GROUP MANAGEMENT TEAM

TONY CURSIO | Managing Director

Dip Fin Serv (FP) (Brok) QPIB, SMSF Specialist

Over 30 years ago Tony Cursio embarked on a mission to provide his Melbourne based network of family and friends with high quality financial advice. Commencing in the 1980s as a specialist general and life insurance agent, Tony began coaching his clients to Plan. Grow. and Protect. their hard-earned wealth. These three words ring true to our service offering still today. Read More

Tony saw the introduction of superannuation in the early 90s which brought financial planning to the forefront of clients’ needs along with the age-old necessity to invest in real property. Tony has an impressive command on matching tailored advice to suit his every client’s needs and he has built a mountain of credibility in the industry and among clients as a professional, loyal and trusted insurance and financial advisor.
Tony is proud to be working with family, primarily his two sons David and Adam who are carrying the family tradition to bring Cursio Group into the new era of financial services to families and business owners.
In addition to a 30 year plus career in financial services, 2018 marks the 50th year Tony has been performing as a singer in Melbourne since arriving to Australia from southern Italy. Many of our loyal clients have been introduced thanks to Tony’s extensive work performing at weddings, corporate events and festivals in the Italian community.
Interests: Singing, getting together with extended family and catching up with old mates.

ADAM CURSIO | Director of Financial Planning, General Insurance & Property

BBus (Fin Plan), Dip Fin Serv (Brok), Dip Fin, LREA

Adam entered the Financial Services industry to ‘help people with money’, a problem for everyone. As a senior financial planner, general insurance broker and fully licensed estate agent, Adam has a breadth of experience and well-rounded holistic approach when advising his valued clients on financial matters. Read More

Adam’s professional advisory services suit young growing families and small business owners. Keen on helping those who aspire to build real wealth with property and business, Adam’s passion lies in explaining complex financial matters in plain English and demonstrating the beauty of using financial products to your advantage so you can Plan. Grow. and Protect. what you have worked hard to build.
A more recently developed passion of Adam’s is to assist families with elderly members entering aged care to navigate the complexities this brings.
Interests: Playing acoustic gigs, teaching his daughter music and holidaying in Bali

DAVID CURSIO | Director of Mortgage Broking

BCom (Melb), Dip Fin and Mortgage Broking Management, Dip Building and Construction

After completing a Bachelor of Commerce at Melbourne University, David joined his father and brother on a journey in business and David has been the backbone of the team ever since. Aside from keeping the office running smoothly, David is an experienced mortgage broker and adviser to clients who are building property portfolios and continues to service our existing clients with their residential home loans, commercial loans and leasing finance needs. Read More

David has a keen passion for property, and recently gained a Diploma in Building and Construction which helps him to understand the life of property focused clients.
Outside of his finance role, David has also enjoyed a long career as band leader, piano player and vocalist, and performs regularly together with his wife Michelle Serret-Cursio, one of Australia’s foremost TV and session singers.
Interests: Performing on stage, holidaying in Qld and hanging out with his two boys.

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