Rosie McPhail

Rosie began her career in financial services in 2019 while completing her Bachelor of Commerce at the University of Queensland before completing her Graduate Diploma in Financial Planning shortly after. Rosie has progressed through a variety of roles in her career as a client services officer, implementation manager, client relationship manager, and paraplanner to now completing her professional year to become a financial planner.

She enjoys getting to know her clients to help achieve goals that are most important to them using personalised, strategic, holistic planning. She aims to give her clients the peace of mind that any complexities or changes to their finances are being managed through each phase of life.