Specialist Areas
Professional Qualifications
- Bachelor of Commerce (Financial Planning & Economics)
Experience
Rocky joined Prosperity in 2022 after years of 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 & personal risk insurance.
Rocky is dedicated to researching & understanding the inner-workings of all available strategies for his clients. He is committed to improving the financial literacy of others and enjoys the ability to regularly educate & 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, is strongly appreciated by his clients.
Memberships and Appointments
- Authorised Representative of Prosperity Wealth Advisory Services Pty Ltd (AFSL 533675)
- FAAA - Financial Advice Association Australia
- SMSF Specialist Advisor (SSA®)
- ABN 32 141 396 376
