Rod Rossi Email and Phone Number
Rod Rossi work email
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Rod Rossi personal email
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.
Q4 Financial
View- Website:
- q4financial.com.au
- Employees:
- 15
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Partner And Senior Financial AdviserQ4 FinancialBrisbane, Qld, Au -
Partner / Senior Financial AdviserQ4 Financial Jun 2018 - PresentBrisbane, AustraliaProvide holistic Financial Advice on Investments, Superannuation, Pensions, SMSFs, Personal Insurances and Estate Planning. -
Senior Financial AdviserAspiri Aug 2007 - Jun 2018Brisbane, AustraliaProvide Financial Advice on Investments, Superannuation including Self managed Super Funds, Keyman and Personal Insurances.
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Technical Services Manager - InvestmentsPublic Trustee Of Queensland 2004 - Aug 2007Brisbane, Australia -
Regional Investment / Financial ConsultantPerpetual Limited 2000 - 2003Brisbane, Australia -
Cpa AccountantKingsun Chartered Accountants 1997 - 2000Townsville, Australia
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AccountantEj Bourgonje & Associates 1994 - 1997Tully, Australia
Rod Rossi Skills
Rod Rossi Education Details
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Certified Practising Accountant (Cpa) -
Fasea Bridging Course - Ethics And Professionalism In Financial Advice -
Accounting -
Financial Planning Association (Fpa)Diploma Of Financial Planning (Dfp) -
The Financial Adviser Standards And Ethics Authority (Fasea)Financial Adviser Exam -
International Institute Of TechnologyDiploma 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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