Jonathon Pugliese Director, Senior Financial Adviser
Jonathon Pugliese is a distinguished Senior Financial Adviser at Llenpart Financial, bringing over two decades of expertise in wealth management and financial planning to his role. With a client-first approach and a deep understanding of market dynamics, Jonathon has established himself as a trusted partner for individuals and businesses seeking to navigate complex financial landscapes.
Jonathon's philosophy centres on creating tailored financial solutions that align with each client's unique goals and risk tolerance.
"My mission is to help clients build and preserve wealth through strategic planning and disciplined investing. I believe in fostering long-term relationships built on trust, transparency, and continuous education."
Jonathon loves spending quality time with his family and catching up with friends. A one-eyed supporter for his AFL and Soccer teams and looks forward to his next challenge.
Josie Vella Business Manager
Josie Vella has been with Llenpart Financial since 1999 starting as a bookkeeper then qualified as an Authorised Representative until moving on to a more administrative role as Office Manager for a large Licensee while maintaining an ongoing role at Llenpart Financial. She has experience in retail, banking, legal practice, real estate, general insurance, bookkeeping and financial services either in Sales or administrative roles in excess of 47 years. She has now returned to a full-time role with Llenpart Financial doing what she enjoys best, servicing clients assisting them in the maintenance of their policies. Josie heads the team as the Office Manager in a close-knit team of well-respected professionals in the Financial Services Industry, using her wealth of experience to provide support and leadership where necessary.
"My true love in all my roles has been in developing trusting professional relationships with colleagues and clients."
Josie enjoys spending her spare time with grandchildren and having family dinners. Committed to keeping mentally and physically fit by going to gym regularly as aging poorly is not an option.
Melissa Pugliese Client Engagement Coordinator
Melissa is our devoted client service specialist and energetic driver for our social media process. Assisting clients through their financial paths with utmost attention, with key responsibilities include welcoming new clients, coordinating with financial service providers, and connecting with new and existing clients through our social media presence.
She attentively addresses concerns and offers continuous support, getting satisfaction from the strong connections she develops.
Melissa is a coffee lover with a passion for social media, enjoying connecting with others and sharing insights that inspire. Always on the lookout for new trends, she brings a fresh perspective to online conversations.