Rose started her career in Financial Planning in 2014 as an office assistant & quickly progressed to Office Manager after completing a Certificate III in Business Administration. In 2017, Rose commenced a Diploma of Financial Planning & became an Authorised Representative. After building strong connections in the industry, she broadened her experience by working in Home Lending with NAB before returning to Financial Planning as an Implementation Manager. Rose has since completed a Graduate Diploma in Financial Planning & re-established herself as an Authorised Representative committed to helping clients achieve their financial goals with a balance of knowledge, care & practical experience.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Bronze
- First year providing advice 2017
- Years of experience 9
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Ottavo Financial Group
58 Hill StOrange, NSW 2800
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fortnum Advice Pty Ltd
AFSL 519190