I believe the value of working with a Financial Planner lies in the holistic nature of the service and building an ongoing working relationship.
As a financial Planner, I have the privilege of not only assisting with one isolated aspect of a client’s financial life e.g. Superannuation or insurance, but of working with clients and their families through various stages of their life to achieve their goals.
I have a particular interest in assisting those navigating Aged Care options, including entry to Aged Care facilities, home care and retirement village living. I have studied for and achieved the designation of FPA Aged Care Specialist, accredited jointly with the Financial Planning Association & Aged Care Steps. I can offer objective, expert guidance to make this time less stressful, more ordered and time efficient.
I love Toowoomba and believe my varied work experience here and overseas, plus my rural background adds to my ability to relate to a wide variety of people within our region.
Advice and Services
- Superannuation
- Retirement Planning
- Investment Planning
- Insurance & Risk Planning
- Life, Disability & Trauma Insurance
- Income Protection
- Estate Planning
Qualifications
- Masters of Management (Personal Financial Planning)
- Bachelor of Arts – Business Management
- FPA Aged Care Specialist
Professional Memberships
- Financial Planning Association of Australia
Credo
“Be the best you can be for yourself and others, and treat others as you would have them treat you.”
After Hours
Rosemary loves reading, being outdoors in the garden or walking with the dogs, and being with her family.