Securing your future

The Team

 

Our highly experienced team has over 25 years of combined experience in financial planning. During this time, we’ve helped many people significantly improve their financial independence and security. Get to know more about our team and how we can help you.

Joe Formica

Principal Financial Planner

Joe is a Certified Financial Planner and is the principal of Progressive Financial Solutions. Joe has been providing personalised financial planning advice to clients for over 20 years. Joe specialises in retirement planning, wealth creation, debt management, superannuation and insurances.

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 Mary Formica

Marketing Manager

Mary is directly responsible for exploring potential strategic partnerships with external stakeholders and development of the business’ marketing strategy and plan.

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Dijana Koltovska

Client Services

Dijana’s responsibilities include co-ordinating and managing the implementation of recommendations, dealing with client and fund manager queries, maintaining all incoming and outgoing correspondence and co-ordinating client reports and files.

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Cherrinee Lee

Business Services Manager / Senior Paraplanner

Cherrinee supports the advisers at Progressive Financial Solutions with developing financial plans including providing comprehensive research and analysis of funds and investments tailored according to client’s personal requirements in her quest to help them achieve their financial goals and dreams. Cherrinee also assists Joe with overseeing the operations of the business to ensure excellent delivery of client services.

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