I am passionate about helping people.
I enjoy sharing my knowledge with others, and empowering people to make informed financial decisions. I have a Graduate Certificate in Financial Planning from Griffith University, and am an Accredited Aged Care Professional with Aged Care Steps. I can also help with superannuation, managed investments, income streams, and budgeting and cashflow needs.
We Plan Financial on the web.
View our latest advertisement published in The Senior Newspaper (October edition),
Have you planned for your future?
Aged Care can be overwhelming.
Call Rosie today to help you navigate the options available.
Call (03) 8526 8961
Monday – Friday
9am – 5pm AEST
DISCLAIMER
This information is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. We strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission. Past performance is not a reliable indicator of future performance. Please refer to the Product Disclosure Statement (PDS) before investing in any products mentioned in this communication. This information is current as at the date of this document.
We Plan Pty Ltd (ABN 31 756 092 774) is a Corporate Authorised Representative of Vivid Financial Planning Pty Ltd (ABN 33 161 007 647) AFSL No. 478937