Professional Memberships / Achievements
- Certified Financial Planner Certification
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
- Self-Managed Superannuation Fund qualification
- Accredited Listed Product Adviser
- Bachelor of Business & Commerce
- Member, Financial Association Australia
Strategic Wealth Planner
"The most rewarding part of my role is helping clients see what’s possible, then creating a clear pathway to help them achieve it."
Gabriel Orzoi is a Certified Financial Planner with almost two decades of experience helping individuals and families build, protect and transition their wealth. His career has progressed from paraplanning and technical strategy development through to senior financial advice roles with organisations including The Trust Company, Perpetual, Australian Unity and Nestworth.
Gabriel’s expertise includes retirement planning, wealth protection, SMSF strategies, listed products and broader financial planning. He is focused on helping clients understand their options, reduce uncertainty and create clear, practical steps toward their financial goals.
Gabriel is passionate about helping people take control of their finances and improve their financial wellbeing. He enjoys turning client aspirations into clear, achievable plans, particularly when helping clients prepare for retirement, protect family wealth or reduce financial stress.
Gabriel works with clients to build financial roadmaps that provide clarity, structure and confidence. His approach is grounded in helping clients make considered decisions that support their lifestyle, family and future.
Outside of work, Gabriel enjoys bike riding along the beach, hiking, going to the gym, and spending time with family and friends.