Rochelle Green profile photo

Rochelle Green

Be Ready Wealth Pty Ltd

Gold
10 Yrs Experience
Wodonga, VIC 3690

I have worked in the Financial Services industry in the Albury/Wodonga area for the past 10 years and am passionate about providing meaningful and easy-to-understand financial advice to my clients.

I pride myself on improving my clients’ financial well-being and building their confidence around their own financial decisions. I enjoy developing long-term relationships with my clients to help guide them through all stages of life.

I aim to work with people in their 20s, 30s and 40s to help them do more of what they love now and work towards financial independence. You can follow my Instagram page at https://www.instagram.com/rochellegreen785/

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Be Ready Wealth Pty Ltd

Suite 8, 22 Stanley Street
Wodonga, VIC 3690

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135