Rod Rossi

Partner / Senior Financial Adviser at q4 financial
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Contact Information
us****@****om
(386) 825-5501
Location
AU

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Experience

  • q4 financial
    • Australia
    • Accounting
    • 1 - 100 Employee
    • Partner / Senior Financial Adviser
      • Jun 2018 - Present

      Provide holistic Financial Advice on Investments, Superannuation, Pensions, SMSFs, Personal Insurances and Estate Planning. Provide holistic Financial Advice on Investments, Superannuation, Pensions, SMSFs, Personal Insurances and Estate Planning.

  • Aspiri
    • Brisbane, Australia
    • Senior Financial Adviser
      • Aug 2007 - Jun 2018

      Provide Financial Advice on Investments, Superannuation including Self managed Super Funds, Keyman and Personal Insurances. Provide Financial Advice on Investments, Superannuation including Self managed Super Funds, Keyman and Personal Insurances.

  • Public Trustee of Queensland
    • Australia
    • Government Administration
    • 100 - 200 Employee
    • Technical Services Manager - Investments
      • 2004 - Aug 2007

  • Perpetual Limited
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Regional Investment / Financial Consultant
      • 2000 - 2003

  • Kingsun Chartered Accountants
    • Townsville, Australia
    • CPA Accountant
      • 1997 - 2000

  • EJ Bourgonje & Associates
    • Tully, Australia
    • Accountant
      • 1994 - 1997

Education

  • Kaplan Professional
    FASEA Bridging Course - Ethics and Professionalism In Financial Advice
    2020 - 2020
  • The Financial Adviser Standards and Ethics Authority (FASEA)
    Financial Adviser Exam
    2020 - 2020
  • CPA Australia Program
    Certified Practising Accountant (CPA)
    1997 -
  • James Cook University
    Bachelor of Commerce (B.Com.), Accounting
    1991 - 1994
  • Financial Planning Association (FPA)
    Diploma of Financial Planning (DFP)
    2002 -
  • International Institute of Technology
    Diploma of Financial Planning (DFP)
    2018 - 2018

Community

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