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 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.

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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 | Business Development Director

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

Adam Cursio is the Business Development Director at Cursio Group with a passion for finding personalised solutions to client problems with a family orientated lens.

Adam completed a Bachelor of Business in Financial Planning at RMIT before embarking on his career in the financial services industry. After graduating and then spending a few years living in the UK and Spain Adam returned home to the family business to help grow the various arms and has remained an integral part of the growing team ever since.

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Presently Adam has developed a reputation for understanding his clients and guiding them to success through a shared commitment to family values. This quality is also apparent in the work ethic at Cursio Group and the welcoming culture with many good times and laughs shared over a traditional lunch in the office.

The legacy of Tony Cursio lives on in the family business with the memory of his positive attitude embodied in his son Adam – “Dad always said, “don’t worry, the sun will always come out to shine” and it certainly does.”

NAT LIDESTRI | Head of Financial Planning, Senior Financial Adviser

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

Before his time at Cursio Group, Nat Lidestri gained invaluable industry experience through running his own business as a sole operator in Financial Planning.

His first industry role as a Junior Accountant and Paraplanner was in 2005 for a suburban Accounting and Financial Planning Practice. Since joining Cursio Group, Nat has discovered his passion for helping clients utilise their money to make smarter financial decisions through tailored and sophisticated financial planning strategies.

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Nat treasures the positive culture upheld at the company and feeling as though he is part of the family. As for helping clients, Nat appreciates that he can play a part in helping them to make smarter financial decisions while exploring strategies they can utilise to save tax and grow their wealth.

Nat remembers Tony Cursio by his endearing sense of humour and compassion for others. The culture present at Cursio Group is reflective of Tony Cursio and his ability to make members feel included and valued.

DAVID CURSIO | Director of Mortgage Broking

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

David Cursio launched his career in the financial services industry with a Commerce Degree at Melbourne University. Since his early role in Bookkeeping and Company Accounting for the family business, David has remained the backbone and the glue that helped keep Tony’s vision for the family business alive over the years. He developed a strong passion for connecting with clients and assisting them to achieve their goals through finance and property. With a warm and personable nature, he is an integral asset to the positive culture at Cursio Group and loves to share many laughs with the team.

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David is skilled in effectively communicating to clients how financing solutions can best be tailored to a particular situation and his meticulous delivery of mortgage broking services leaves no stone unturned to get the best outcome for his clients. These outcomes are what he finds most rewarding among the relationships he shares with each Cursio Group client.

David cherishes the positive attitude upheld by Tony Cursio and will forever admire his determination to problem-solve together with his perseverance in all aspects of work and life.

VALENTINA BECCARIS

Valentina Beccaris is an Insurance Broker at Cursio Group with a love for relationship-building and a willingness to learn.

Valentina enjoys the diverse nature that comes with the financial services industry. Each day she finds joy in learning something new about the industry, the products and the advice shared with clients. Her ability to interact with clients is highly regarded and she enjoys learning about her clients’ diverse situations in life and in business.

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The fun and warm environment fostered by the team is among her favourite aspects of Cursio Group, paired with the many opportunities to undertake training and grow her learning. Above all, she treasures that her team members are friends more than colleagues.

Valentina sees her clientele as family and is skilled in creating devoted relationships with clients. Her warm and accommodating nature means she is passionate about helping every individual as she would a family member.

Valentina will always remember Tony Cursio as an amazing mentor who taught her invaluable skills throughout her career. His sense of humour paired with his compassion for staff and clients means he is not merely remembered as a talented professional, but as a dear friend to all.

LOUISE RANDI

Louise Randi began her career at Cursio Group shortly after finishing her schooling in 2006. From her extensive 15 years with the company, Louise is particularly skilled in helping clients achieve appropriate and affordable insurance solutions that help to relieve financial stress at claim time.

Louise, along with her colleagues, believes that trust and loyalty is established through treating clients like family. The office feels like home for Louise, and this is felt through the many shared laughs among the team. As a mother, wife, daughter and friend, Louise strives to go above and beyond for her clients in every facet.

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To see the faces of her clients light up is where the true reward lies for Louise. It gives meaning to all the hard work she puts in for her clients and is the ultimate form of satisfaction.

The humour, positivity and joy for life that radiated from Tony Cursio is forever cherished by Louise and the team. Louise feels a sense of pride in continuing to carry out her uncle’s legacy in the business he created, along with the rest of the family.

ANNA CARRAFA

Anna Carrafa began her career in the financial services industry in the Banking Sector. She worked her way to be a leader in her field, a supervisor of many teams and then later began her time at Cursio Group.

Presently Anna has developed a strong passion for helping clients achieve positive outcomes at claim time. She enjoys working with like-minded people who go over and above sharing the same vision in achieving success for their clientele.

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Her time at Cursio Group has seen her develop a solid foundation of trust between herself and her client base and in Tony’s absence this is valued by the team evermore each day.

Anna will always remember the laughs shared with Tony Cursio, her beloved brother, and the invaluable problem-solving skills she has gained from his teachings and expertise in the field.

ANTHONY TRIPODI

Anthony Tripodi started his career working as a servicing Financial Planner for a Senior Financial Advisor. Prior to his time with Cursio Group, he was working for a self-licensed financial planning firm.

Anthony has since built a reputation for his admirable interpersonal skills and fostering valued relationships with clients to see them enjoy their highest lifestyle dreams.

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At present Anthony enjoys being part of the close-knit team at Cursio Group and values the care that each member has for one another. His clients continue to show a great deal of gratitude for the dedication and proficiency Anthony demonstrates in both a professional and personal sense.

The infectious smile that shone from Tony Cursio will forever be treasured and deeply missed by Anthony and others. Family and friends always came first, and so it is the everyday moments like sharing a coffee and having a chat that are the most special of all.

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