Investment 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)