Ariston Group is a boutique financial services house with a unique client-first approach.
Our size and scale allow us to respond to and deliver the best possible financial outcomes for our clients.
Plan, Build and Live Free.
With personalised service and an holistic approach, we take the time to understand your specific situation and develop a fully customised financial management program tailored to the individual clients requirements.
Explore our financial planning services.
FINANCIAL ADVICE
SUPERANNUATION
INVESTMENT ADVICE
WEALTH PROTECTION
ESTATE PLANNING
LIFESTYLE PLANNING
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Meet your team.
Robert Anthony
Financial Adviser
BBus FFin DFP ADFP
Robert Anthony founded Ariston Group with the mission of making boutique financial advice accessible to everyone. Robert brings to the table a wealth of knowledge accumulated over his 20-year career in financial services. With previous experience in banking & wealth management institutions and several privately-owned boutique financial services firms, Robert has an ideal foundation for his work as a financial adviser.
With extensive post-graduate education, industry experience, and a FASEA accreditation, Robert is well equipped to provide exceptional financial advice, utilising unique and personalised strategies.
Robert is passionate about financial planning and has a deep understanding of how to help you plan, implement and manage your financial strategy. He is a trusted adviser, chosen by many everyday Australians. This status has been earned by providing sound advice on every aspect of his clients financial affairs, enabling them to reach their life goals.
The utmost level of personal and commercial integrity is upheld to cement his reputation as a high-performance professional. Robert’s attention to detail, empathetic nature and keen communication skills are symbols of his appreciation to his clients.
Robert’s analytical and strategic mind is complemented by his creative flare. With a keen eye for photography, art and design, his creativity flows through to financial planning with his outstanding ability to think outside the box and solve complex issues. He also enjoys working with other professional creatives in helping them manage their financial future.
A family man and avid golfer, Robert is the director of the Melbourne Golf Club, which he helped found. He enjoys spending time with his lovely wife and two children, who are also aspiring golfers.
Ashlee Zimmerle
Senior Paraplanner & Strategist
Ashlee brings a wealth of knowledge to our team with 8 years’ experience within the Financial Services industry. Ashlee began working in the industry as a Customer Service officer and quickly progressed in para planning after only 6 weeks.
With previous experience in both boutique and outsource firms across a wide range of licensees, Ashlee has the knowledge and understanding of what goes into building an effective plan that is compliant and tailored to the needs of every client.
Ashlee assists our firm in preparing advice documents including Strategy Support, Statement of Advice, Records of Advice and Cashflow and Modelling. Ashlee’s role also extends to administrative support to assist our practice throughout the lifecycle of financial planning needs for our clients.
Stephen Gilbert
Business Development & Management
ADFS DFS DIP FMBM
Steve has over 20 years of Financial Services experience which includes owning and managing a successful Financial Planning and Mortgage Broking practice that specialised in SMSF and Property investment.
Steve brings a wealth of knowledge and experience to the Ariston Group and fulfils a pivotal role in growing and assisting with the management of our practice in a non-advisory capacity.
Steve is an avid Golfer and Cricketer and is a passionate Collingwood supporter and enjoys spending time with family down at the Mornington Peninsula.
Owen O’Neil
Senior Paraplanner
Owen brings a wealth of knowledge to our team with 22 years’ experience within the Financial Services industry. With previous roles in Financial Advisory and Para Planning, Owen has the knowledge and understanding of what goes into building an effective plan that is compliant and tailored to the needs of every client.
Owen assists our firm in preparing advice documents including Statement of Advice, Financial Plan, Records of Advice, Cashflow and Modelling. Owen’s role also extends to administration support to assist our practice throughout the lifecycle of financial planning needs for our clients.