Rod Rossi

Rod Rossi Email and Phone Number

Partner and Senior Financial Adviser @ q4 financial
Brisbane, QLD, AU
Rod Rossi's Location
Brisbane, Queensland, Australia, Australia
Rod Rossi's Contact Details

Rod Rossi personal email

n/a
About Rod Rossi

As Senior Financial Adviser, CPA Accountant and equity owner at q4 financial Pty Ltd, I lead the financial planning division providing advice and service to our valued financial planning clients to help achieve their goals. Having over 25 years’ experience providing comprehensive financial planning advice I help my clients by:• Giving them confidence in their financial plan. • Educating them about what really matters or anything they are concerned about. • Taking away financial stress.• Putting them on a better path.• Putting sound personal protection plans in place. • Creating passive investment portfolios.• Making sure super is invested appropriately.• Challenging clients to make better decisions.• Keeping clients on track. • Making sure agreed changes are implemented. I enjoy helping clients make better financial decisions, guiding them through life changes including career changes, business and property transactions, family changes and retirement. I also use my significant experience in navigating tricky investment markets. As a person, I am a flexible, responsive and solution focused who helps clients by understanding their needs and concerns, applying good reasoning ability, critically investigating all possibilities, and tailoring solutions in a friendly manner. I have a great trusting relationship with my clients and can communicate effectively with them. I am a diligent and resourceful person with highly evolved analytical, technical and investigative skills in strategic planning, investment analysis and taxation. Being a detail-minded, systematic, autonomous individual, I enjoy mastering and applying skills efficiently with a focus on continuous improvement. If you would like to explore how I may be able to help you, please feel free contact me on 07 3171 4244 or rod@q4financial.com.au.

Rod Rossi's Current Company Details
q4 financial

Q4 Financial

View
Partner and Senior Financial Adviser
Brisbane, QLD, AU
Employees:
15
Rod Rossi Work Experience Details
  • Q4 Financial
    Partner And Senior Financial Adviser
    Q4 Financial
    Brisbane, Qld, Au
  • Q4 Financial
    Partner / Senior Financial Adviser
    Q4 Financial Jun 2018 - Present
    Brisbane, Australia
    Provide holistic Financial Advice on Investments, Superannuation, Pensions, SMSFs, Personal Insurances and Estate Planning.
  • Aspiri
    Senior Financial Adviser
    Aspiri Aug 2007 - Jun 2018
    Brisbane, Australia
    Provide Financial Advice on Investments, Superannuation including Self managed Super Funds, Keyman and Personal Insurances.
  • Public Trustee Of Queensland
    Technical Services Manager - Investments
    Public Trustee Of Queensland 2004 - Aug 2007
    Brisbane, Australia
  • Perpetual Limited
    Regional Investment / Financial Consultant
    Perpetual Limited 2000 - 2003
    Brisbane, Australia
  • Kingsun Chartered Accountants
    Cpa Accountant
    Kingsun Chartered Accountants 1997 - 2000
    Townsville, Australia
  • Ej Bourgonje & Associates
    Accountant
    Ej Bourgonje & Associates 1994 - 1997
    Tully, Australia

Rod Rossi Skills

Investments Superannuation Financial Advisory Wealth Management Financial Services Retirement Planning Finance Investment Strategies Insurance Income Protection Relationship Management Tax Pensions Asset Allocation Life Insurance Risk Management Portfolio Management Managed Funds Estate Planning Shares Strategic Financial Planning Equities Asset Management Retirement Financial Analysis Accounting Financial Planning Financial Strategies Personal Insurances Self Management Super Funds Income Protection Insurance Trauma Insurance Total And Permanent Disability Insurance Keyman Insurance Taxation Family Trusts Smsf Financial Modeling Alternative Investments Financial Planners Personal Finance Self Managed Superannuation Funds Business Relationship Management

Rod Rossi Education Details

  • Cpa Australia
    Certified Practising Accountant (Cpa)
  • Kaplan Professional
    Fasea Bridging Course - Ethics And Professionalism In Financial Advice
  • Financial Planning Association (Fpa)
    Financial Planning Association (Fpa)
    Diploma Of Financial Planning (Dfp)
  • The Financial Adviser Standards And Ethics Authority (Fasea)
    The Financial Adviser Standards And Ethics Authority (Fasea)
    Financial Adviser Exam
  • International Institute Of Technology
    International Institute Of Technology
    Diploma Of Financial Planning (Dfp)

Frequently Asked Questions about Rod Rossi

What company does Rod Rossi work for?

Rod Rossi works for Q4 Financial

What is Rod Rossi's role at the current company?

Rod Rossi's current role is Partner and Senior Financial Adviser.

What is Rod Rossi's email address?

Rod Rossi's email address is ro****@****.com.au

What schools did Rod Rossi attend?

Rod Rossi attended Cpa Australia, Kaplan Professional, James Cook University, Financial Planning Association (Fpa), The Financial Adviser Standards And Ethics Authority (Fasea), International Institute Of Technology.

What skills is Rod Rossi known for?

Rod Rossi has skills like Investments, Superannuation, Financial Advisory, Wealth Management, Financial Services, Retirement Planning, Finance, Investment Strategies, Insurance, Income Protection, Relationship Management, Tax.

Who are Rod Rossi's colleagues?

Rod Rossi's colleagues are Anne Mctainsh, Asagba Steven, Alethea Robinson, Alethea Rose, Linda Van-Wezel, Christine Ling, Leisa Lockwood.

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