Clients We Serve

Personalised financial advice for people at different life stages, in different careers, with different goals.
✓ Guidance tailored to your circumstances
✓ Strategies designed to grow and protect wealth
✓ Advice delivered in plain English, not jargon

Book in a 15 Minute clarity call

Financial advice tailored to you

Financial advice has the biggest impact when life is already busy and money decisions are getting more complex. Career, family, business, and everyday commitments take priority, and it becomes harder to give your financial strategy the attention it deserves.
Progressive Financial Solutions commonly works with professionals, business owners, growing families, and people preparing for retirement who want structure, confidence, and a plan built around their goals.

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Clients We Help

Explore the types of clients we work with most often at Progressive Financial Solutions, and how our financial advice is tailored to them.

Lifestage & Circumstances

Pre-Retirees

Retirees

People Receiving Lump Sums/Inheritances

Divorce or Separation

People Selling a Business

Wealth Accumulators

Business & Wealth

Business Owners

High-Net-Worth Individuals

High Income Earners

Corporate Executives

Profession-Based Advice

Medical Professionals

Legal Professionals

Corporate Executives

Engineers & IT Professionals

Educators & Academics

Public Sector

Hear What Our Clients Have To Say

Meet our team

Joe Formica

Principal Advisor

Joe Formica

Principal Advisor

Joe is a financial coach with extensive experience spanning over 25 years. Having won multiple awards and accolades in the industry, Joe has successfully guided his clients through financial challenges and progressed from not having much financial understanding and direction to meeting their lifestyle goals. What motivates him is being able to make a difference and serve his community. Joe loves meeting people from all walks of life and enjoys building trusted, long-term relationships with his clients. In his free time, he enjoys making specialty pizzas and dancing.

Education - Certified Financial Planner

Diploma of Financial Planning

Aged Care and SMSF Specialist

Paul Formica

Provisional Financial Advisor

Paul Formica

Provisional Financial Advisor

Paul is an associate advisor in his professional year under Joe’s supervision. He has a passion for investment markets and enjoys finding ways to create wealth for clients. Like Joe, Paul is dedicated and committed to establishing a long-term and fruitful relationship with his clients. In his free time, Paul enjoys watching his sporting teams and going to the gym.

Education - Bachelor of Commerce (Financial Planning)

CFA® Program participant, CFA Institute

Passed CFA Level 1 Exam in November 2021

Passed CFA Level 2 Exam in May 2024

Cherrinee Lee

Practice Manager

Cherrinee Lee

Practice Manager

Cher joined the business 14 years ago and is also an integral part of the team, having seen her role evolve over the years. She currently provides operations, technical and compliance support to the team. Cher has a young family and enjoys good food and travelling.

Education - Bachelor of Commerce (Accounting & Finance)

Graduate Diploma of Financial Planning

Jessica Pritchard

Client Service Officer

Jessica Pritchard

Client Service Officer

Jess has been part of the team for the last 7 years and is an efficient and friendly Client Service Officer who provides clients with ongoing service support and is responsible for coordinating the implementation of advice to ensure a seamless transition. She is currently studying for her Diploma in Financial Planning to strengthen her knowledge and skills. She has two children and enjoys baking in her free time.

Education - Diploma of Animal Technology

Graduate Certificate of Financial Planning (currently completing)

Mary Efsthatiou

Administration Assistant

Mary Efsthatiou

Administration Assistant

Mary has been an integral part of the team since the business was established over 20 years ago. She carries with her an extensive background and experience in managing clients and key Centre of Influences partnerships. Mary has three children and enjoys pilates in her free time.

Book A 15 Minute Clarity Call

In this call, we’ll get to know your situation, discuss what you’re hoping to achieve, and outline potential strategies.
You’ll have the opportunity to ask questions and see whether our advice is right for you.
There’s no obligation to commit, just straightforward guidance and clarity on how we can help you.
Contact Us
Call: 03 9600 9052
Email: enquiries@progressivefs.com.au
Office: Suite 28 / 2 Enterprise Drive, Bundoora VIC 3083
Opening Hours
Mon–Fri: 9:00 AM – 5:00 PM
Sat–Sun: Closed

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