Specialist Areas
Professional Qualifications
- Bachelor of Commerce (Financial Planning & Economics)
Experience
Rocky has over five years experience in the financial planning industry. Throughout his career, he has had experience providing, writing and delivering strategic advice across investments, structures, superannuation, retirement planning and personal risk insurance.
He is currently a Financial Adviser in Prosperity’s Brisbane office.
Rocky is dedicated to researching and understanding the inner-workings of all available strategies for his clients. His transparent and calm nature allows him to explain this to clients in a way in which they can understand. He is committed to improving the financial literacy of others, and enjoys the ability to regularly educate and inspire clients, in the ever-changing financial world.
Prior to joining Prosperity, Rocky was a senior financial adviser at a private specialist financial planning firm, where he developed and delivered investment management and strategic financial planning advice to a broad range of clients, specialising in the medical professional industry. His detail-oriented, goals-based strategic approach to financial planning, was strongly appreciated by his clients.
Memberships and Appointments
- Authorised Representative of Prosperity Wealth Advisory Services Pty Ltd (AFSL 533675)
- ABN 32 141 396 376
