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Rosalind

rosalind newInvestment Research Manager

Rosalind has provided individuals with investment and planning research since 1996.

Achieving Certified Financial Planning  designation in 2001. The CFP certification is the highest level of certification that a financial planner can achieve. 

Between 1996-2008; Rosalind held a Senior Financial Advisor position with Westpac.

Since founding Investsure Pty Ltd in 2008 she continues to provide individuals with investment portfolio research. Rosalind brings with her a wealth of academic and business knowledge, skills and experience by drawing on her analytical skills from her chemical engineering and investment advice background. She had creating a tailored investment research service that aligns client’s goals and values with their investment portfolio.

  • Bachelor Chemical Engineering 1993
  • Certified Financial Planner 2001
  • Founder Investsure Pty Ltd 2008
  • Financial Services since 1996
  • Westpac Chairman Council (Top 10 National Advisors 1998)

 

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Investsure Holdings Pty Ltd ABN 16 050 286 630 \(t/as Horsfield & Associates\) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, who holds an AFSL and Australian Credit License No. 236523.
Information published on this website has been prepared for general information purposes only and not as specific advice to any person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance.