Mario has over 30 years' experience in the banking, wealth management and financial services industries, including 12 years as Chief Executive at Lonsdale Financial Group from 2000 to 2012.
Mario is currently the Managing Director of Magnitude and is known in the investment community for his strategic growth focus and ongoing innovation. He is highly regarded by his business partners and colleagues alike for his in-depth financial services knowledge, forward thinking nature as well as his authentic approach that always puts the client at the centre of any decision.
Mario holds a degree in Business from the University of Ballarat and a Graduate Diploma in Financial Planning.Email linkedin
State Manager (QLD)
Belinda joined Magnitude in October 2017. She has an extensive background in practice management with over 20 years’ experience in the Financial Planning and Financial Services professions. This experience includes over 3 years as a Business Consultant at Affinia Financial Advisers as well as developing and delivering XPLAN training within the CBA group of licensees, and over 10 years in practice management within 3 Financial Planning businesses in Sydney and South East QLD. Belinda has previously held the roles of paraplanner and Financial Adviser, licensed through AMPFP.
Belinda holds an Advanced Diploma in Financial Planning, with plans for further study to be completed in the coming years. If Belinda isn’t at work, you will find her tending to her veggie patch or cooking up a storm for friends and family.Email linkedin
State Manager (VIC/TAS/WA)
Vince is currently the Magnitude State Manager for VIC, TAS and WA and has over ten years’ experience in the Financial Planning industry. Vince has previously held positions with Retire Invest as a Practice Development Coach, NAB/MLC as an Xplan Trainer and UniSuper as an Advice Business Manager. Vince has worked with a number of IFA’s and institutional businesses to improve their offer and has a passion to develop and grow their businesses.Email
Mark La Bozzetta
State Manager (VIC/SA)
Mark has over 20 years' experience in banking, technology consulting & wealth management. Most recently, as co-founder of Unison Financial Group, Mark spent 14 years managing a diverse financial services business in roles spanning sales, operations and strategy. As State Manager, Mark brings both a strategic and practical focus to achieving winning outcomes for the Magnitude practices, drawing on the strength of BT Financial Group to deliver innovative solutions and drive value for clients and stakeholders. Mark is a Certified Financial Planner, SMSF Specialist and currently completing Post Graduate studies in Organisational and Executive Coaching.Email linkedin
Practice Implementation Manager
Jacob joined Magnitude in September and has been in Wealth Management since graduating from his Economics degree in 2009. He has held diverse roles in both Australia and France, locally he started his career at Macquarie and continued at CommSec before coming to BT in 2014. His move into Practice Management has followed roles in Compliance, Share Trading, Relationship Management and Insurance. Jacob’s roles have developed his passion of helping people make better financial decisions and in his down time you’ll find him either on the squash court or soccer pitch.Email linkedin
State Manager (NSW)
Jeremy is the Practice Manager for Magnitude based in NSW and has been in the Financial Planning industry since 1987.
He has been employed in distribution and practice management roles in Sydney, Brisbane and Singapore and is passionate about the development of financial planning practices. He is married with three children and loves spending time in his garden.Email linkedin
Practice Implementation Manager (VIC/SA/WA)
Tom has nearly 15 years' experience in the Financial Services industry with recent roles in business development and paraplanning at AMP.
His background also includes relationship management responsibilities across the Hillross Dealer Group, adviser training, financial planning software development and compliance.Email linkedin
Practice Implementation Manager (QLD)
Samantha first joined the BT Group in 2016 as Practice Implementation Manager for Securitor, and is now the QLD Practice Implementation Manager across both brands (Magnitude and Securitor) giving her a unique opportunity to add value and provide support to all our practices in QLD. She has over 17 years’ experience in the Financial Planning and Financial Services profession, including over 10 years within 2 Financial Planning practices, giving her an in-depth and practical understanding of quality practice management as well as compliant and efficient processes. Samantha understands Financial Planning from both the practice and licensee perspectives and uses these skills and knowledge to assist our QLD practices to improve their offer and services.Email linkedin
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