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.

NAT LIDESTRI | Head of Financial Planning, Senior Financial Adviser

CFP®, BBus (FP), BBus(Acc), BBus(Mkt/FM)

Nat entered the financial planning industry over 15 years ago with a passion to help people better understand how their money works so they can make smarter financial decisions. Nat joined Cursio Financial Services in 2020 and will now head up the financial planning department. Read More

As a senior financial adviser Nat is very experienced across all complex areas of the financial planning landscape. He works with all different client types to ensure they are achieving both their financial and lifestyle goals. He is extremely passionate about ensuring young families have the right protection in place right though to assisting clients that are either approaching retirement or already retired. Nat is also very experienced in dealing with Centrelink and ensuring that his clients are maximising any entitlements they may be eligible for. Nat is also a Certified Financial Planner (CFP) and member of the Financial Planning Association (FPA).
Interests: Holidaying in Europe, keeping active, going to bars and Restaurants and watching the latest blockbuster movies.

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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