Rose has over 20 years experience in the financial services industry with 10 years spent working as a senior Financial Planner with Suncorp Bank. Rose's experience is complemented by an Advanced Diploma of Financial Planning.
Rose is dedicated to helping her clients prepare for life's most important milestones and achieve their personal financial goals. She specialises in Superannuation, Retirement Planning, Investment advice and Estate Planning. Her aim as a Financial Planner is to design comprehensive plans, with solid foundations, that provide her clients with clarity and purpose.
"Thank you Rose & Michael of SUN PRIVATE WEALTH for your continued up to date advice & latest changes to our Superannuation. Today one needs a Financial Advisor who puts together a well balanced Superannuation Portfolio with the greatest returns to you the client, rather than to them the Advisor, as we have had happen to us in the past. We would highly recommend these Financial Planners to new clients."
Kevin and Leonie M