Meet the Team

The Next Phase Wealth Team (from L to R) Tony Rulli, Lena Rulli, Daniel Stranieri, Rose Sutera, Adrian Rulli, Neil Sutera

Tony Rulli
Principal Adviser
CFP Dip. FP

Tony is a certified financial adviser with a diploma in financial planning. He began his financial planning career in 1982 with National Mutual specialising in insurance, investments and superannuation and has been helping his clients reach their financial objectives.

Over the past 28 years, Tony has been vigilant in keeping himself updated in changes in the financial services industry as well as furthering his education by gaining necessary accreditations required to give advice on Self Managed Superannuation funds and ASX listed shares. In 2008, Tony was a member of the Consultum Research Committee acting on behalf of all advisers within the dealer group to research the products and services of fund managers and other investments.

As a principal adviser with Next Phase Wealth, Tony is primarily responsible for business development, strategic planning and identifying new investment opportunities for clients.

Throughout his career Tony has continuously improved his practice to ensure client service and satisfaction is constantly being achieved.

Click here to download Tony’s adviser profile (part 2 of the Financial Services Guide)

Adrian Rulli
Associate Adviser
Dip. FP, B.Bus, B.Arts

Adrian started with the practice in 2007 and over the past 4 years has been primarily responsible for assisting advisers via his various client service and para-planning roles within the practice. He now holds a Diploma in Financial Services as well as a double degree – Bachelor of Business and Bachelor of Arts (Italian).

Adrian is dedicated to the risk management of our clients and is continually building his knowledge and experience within his role as a financial adviser. 

Click here to download Adrian’s adviser profile (part 2 of the Financial Services Guide)

Daniel Stranieri
Associate Adviser
Adv Dip. FP, B.Bus (Banking and Finance)

Daniel joined our team in February 2010 as an Assistant Adviser and Client Services Manager, having previously been employed in a similar role for the past 4 years. He completed a Bachelor of Business Degree specialising in Banking and Finance in 2007 and holds an Advanced Diploma in Financial Services.

Daniel is passionate about understanding what is important to clients and developing strategies to meet their goals.

Click here to download Daniel’s adviser profile (part 2 of the Financial Services Guide)

Lena Rulli
Practice Manager

Lena Rulli has been involved in the financial planning industry since 1993. Over the past 17 years she has performed the role of client services and office manager, being responsible for maintaining client satisfaction overseeing administrative matters and data management to ensure the smooth running of the business.