Rozanne Willenberg
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Rozanne Willenberg Email & Phone Number

Advice Remediation at JBWERE at JBWere
Location: Greater Melbourne Area, Australia, Australia 13 work roles 7 schools
1 work email found @bigpond.com 1 phone found area 141 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@bigpond.com
Direct phone (141) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
JBWere
Role
Advice Remediation at JBWERE
Location
Greater Melbourne Area, Australia, Australia
Company size
567 employees

Who is Rozanne Willenberg? Overview

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Quick answer

Rozanne Willenberg is listed as Advice Remediation at JBWERE at JBWere, a company with 567 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at bigpond.com, phone signal with area code 141, and a matched LinkedIn profile for Rozanne Willenberg.

Rozanne Willenberg previously worked as Team Lead at Jbwere and Senior Consultant at Kpmg Australia. Rozanne Willenberg holds Grad Diploma, Financial Advising from Kaplan Australia.

Company email context

Email format at JBWere

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{first_initial}{last}@bigpond.com
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AeroLeads found 1 current-domain work email signal for Rozanne Willenberg. Compare company email patterns before reaching out.

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Profile bio

About Rozanne Willenberg

I love being able to improve people's outcomes, knowing that I have added value to their personal circumstances. I find this very fulfilling and this is my driving motivation for work.Similarly, I love creating exceptional experiences daily for my children, which I find hugely rewarding as a parent. I have a strong passion for integrity in the Financial Advice Industry and bring with me over 20 years experience. I have held 3 National Roles and worked with companies such as ANZ, Grant Thornton, Australian Unity, CPA Australia, KPMG, Mercer Wealth Solutions, Pinnacle Financial Services Academy and some of the Industry Funds. My roles have encompassed being client facing, managing staff, establishing referral sources, and assisting in building businesses in the financial services space.I have been involved with industry educators for a number of years, initially with Pinacle Financial Services reviewing and re-writing course notes and marking exams for the Diploma of Financial Planning; and more recently with CPA Australia for their post-graduate course as a subject matter expert in insurances. I have also been a mentor and run mentor group sessions for the AFA (Association of Financial Advisors). I hold a Certificate in Financial Markets, Diploma in Financial Planning, Grad Dip in Financial Advising and Cert 4 in Training & Assessment. I am fully FASEA accredited and have completed the Ethics bridging course.Married with two daughters; I have tried to balance my family commitments whilst trying to remain at the top of my professional career.

Listed skills include Financial Planning, Superannuation, Retirement, Insurance, and 46 others.

Current workplace

Rozanne Willenberg's current company

Company context helps verify the profile and gives searchers a useful next step.

JBWere
Jbwere
Advice Remediation at JBWERE
australia
Website
jbwere.com
Employees
567
AeroLeads page
Company profile
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13 roles · 29 years

Rozanne Willenberg work experience

A career timeline built from the work history available for this profile.

Team Lead

Current
Jbwere

Australia

May 2022 - Present

Senior Consultant

Kpmg Australia

Melbourne, Victoria, Australia

Apr 2021 - Apr 2022

Adviser / Team Leader / Sme & Qa For The Member And Employer Live Chat Team

Cbus Super Fund
Jul 2019 - Mar 2021

Private Wealth Manager - Risk

Anz

Melbourne, Australia

Manage the personal insurance needs of the Victorian clients of ANZ Private Bank, of approximately 600 clients.

Nov 2015 - Apr 2019

National Risk Advisor

Grant Thornton Australia

Melbourne Area, Australia

A National role, managing the personal and business insurance needs of clients in this Chartered Accounting firm. Clients were all small to medium sized business or unlisted companies.

Sep 2013 - Jul 2015

Financial Adviser (Risk Specialist)

Mccarthy & Associates

Melbourne, Australia

McCarthy & Associates has an exclusive arrangement to provide the "Risk" advice for GSJBWere, Evans & Partners and First Samuel. Provided superannuation and risk insurance advice.

Dec 2012 - Sep 2013

Business Services Manager (Financial Planner)

Unison Financial Group

Melbourne, Australia

Assisted the directors in building and activating referral partners (mainly legal practices and accountancy practices)Provided Risk Insurance & Corp Super advice for SMEs and HNW clients

Nov 2011 - Dec 2012

Financial Planner

Superpartners

Melbourne, Australia

Phoned based general advice / limited personal advice

Mar 2009 - Aug 2011

Head Of Risk Insurance Services

Australian Unity

Build and manage a team of Risk Insurance Brokers

Sep 2006 - Oct 2008

National Manager Of Risk Insurance Services

Mercer

Built from scratch an 'in house' Risk insurance offering for the Financial Planners and their clients as a new line of revenue for Mercer Wealth Solutions.

2003 - Aug 2006

Financial Planner / Insurance Broker

Anz
1997 - 1999 ~2 yrs

Senior Markets Officer

Anz Investment Bank
1997 - 1999 ~2 yrs
Team & coworkers

Colleagues at JBWere

Other employees you can reach at jbwere.com. View company contacts for 567 employees →

JS Jonathan Sun Jonathan Sun Colleague at Jbwere North Sydney, New South Wales, Australia, Australia View → LC Laurie Conheady Laurie Conheady Colleague at Jbwere Melbourne, Victoria, Australia, Australia View → DS David Sisley David Sisley Colleague at Jbwere Greater Melbourne Area, Australia View → OM Oliver Mitchell Oliver Mitchell Colleague at Jbwere Greater Adelaide Area, Australia View → DW Don Wijeratne Don Wijeratne Colleague at Jbwere Greater Sydney Area, Australia View → PA Paul Adams Paul Adams Colleague at Jbwere Greater Melbourne Area, Australia View → RS Ramanathan Sivayoganathan Ramanathan Sivayoganathan Colleague at Jbwere Greater Melbourne Area, Australia View → MS Manjula S. Manjula S. Colleague at Jbwere Greater Melbourne Area, Australia View → EC Emma Chiodo Emma Chiodo Colleague at Jbwere Greater Melbourne Area, Australia View → JP Josephine Paino Josephine Paino Colleague at Jbwere Melbourne, Victoria, Australia, Australia View →
7 education records

Rozanne Willenberg education

Grad Diploma, Financial Advising

Kaplan Australia

Grad Dip in Financial Advising

Certificate Iv, Training & Assessment, Competent

Plenty Training

High School

Avila College

Education record

Fasea National Exam
FAQ

Frequently asked questions about Rozanne Willenberg

Quick answers generated from the profile data available on this page.

What company does Rozanne Willenberg work for?

Rozanne Willenberg works for JBWere.

What is Rozanne Willenberg's role at JBWere?

Rozanne Willenberg is listed as Advice Remediation at JBWERE at JBWere.

What is Rozanne Willenberg's email address?

AeroLeads has found 1 work email signal at @bigpond.com for Rozanne Willenberg at JBWere.

What is Rozanne Willenberg's phone number?

AeroLeads has found 1 phone signal(s) with area code 141 for Rozanne Willenberg at JBWere.

Where is Rozanne Willenberg based?

Rozanne Willenberg is based in Greater Melbourne Area, Australia, Australia while working with JBWere.

What companies has Rozanne Willenberg worked for?

Rozanne Willenberg has worked for Jbwere, Kpmg Australia, Cbus Super Fund, Anz, and Grant Thornton Australia.

Who are Rozanne Willenberg's colleagues at JBWere?

Rozanne Willenberg's colleagues at JBWere include Jonathan Sun, Laurie Conheady, David Sisley, Oliver Mitchell, and Don Wijeratne.

How can I contact Rozanne Willenberg?

You can use AeroLeads to view verified contact signals for Rozanne Willenberg at JBWere, including work email, phone, and LinkedIn data when available.

What schools did Rozanne Willenberg attend?

Rozanne Willenberg holds Grad Diploma, Financial Advising from Kaplan Australia.

What skills is Rozanne Willenberg known for?

Rozanne Willenberg is listed with skills including Financial Planning, Superannuation, Retirement, Insurance, Investments, Wealth Management, Risk, and Succession Planning.

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