I specialise in Retirement and Investment Strategies and work closely with my clients to achieve their objectives.
Fellow Chartered Financial Planner
I’ve been in the financial planning industry since 2003. I help my clients with retirement and investment planning and I have a passion for personal insurance.
CERTIFIED FINANCIAL PLANNER®
As a Financial Adviser, I have guided many clients to financial freedom by helping them to ‘manage and make smart decisions about money’. My approach is always to add value to clients and to be working in their best interests.
Associate Financial Planner
Jenna joined us in 2012 and has recently completed a degree in Financial Planning. Jenna is a cruical member of the team, working closely with the Advisors to prepare advice documentation.
Lee (married to Stuart) has worked in customer service for many years and works closely with the team at Roe Financial to ensure your experience is a positive one.