Team / Rosanna Rossi

Rosanna Rossi

Over 25 years experience delivering high quality financial services to clients, providing full financial planning, superannuation, insurance and succession planning advice services. Rosanna’s high level of business planning and financial management experience supports her clients in developing and implementing strategic financial plans, ensuring diversity for growth in services and having the ability to extend these services beyond their existing boundaries. Outstanding client service credentials – Rosanna consistently delivers a service that is dedicated, constant and outstanding. She is a passionate and highly skilled Adviser who is extremely customer focused and dedicated to developing successful long-term relationships with clients.

Rosanna was a Finalist for Financial Planner of the Year for the 2013 Money Management Women in Financial Services awards. Rosanna’s educational qualifications and industry memberships include:

  • Certified Financial Planner CFP®
  • Bachelor of Commerce
  • Diploma in Tax Studies
  • Associate Diploma of Superannuation Management
  • Diploma of Financial Services (Superannuation)
  • Certificate IV in Finance & Mortgage Broking
  • Chartered Accountant
  • Tax Agent
  • SMSF Specialist Adviser & Associate Member of SPAA
  • Justice of the Peace
  • Accredited Aged Care ProfessionalTM  (Aged Care Steps Pty Ltd)
  • Member of Institute of Chartered Accountants Australia (ICAA)
  • Member of Financial Planning Association (FPA)
  • Qualifying Member of Million Dollar Round Table (MDRT)

Jeff Shakespeare & Associates Pty Ltd is authorised to provide advice in the following areas:

  • Personal and Corporate Superannuation
  • Pre-Retirement Planning & Retirement Planning
  • Personal Life Insurance – (Life, Total & Permanent Disablement, Trauma, Income Protection)
  • Gearing
  • Shares
  • Business Life Insurance – (Key Man, Business Expenses, Buy Sell)
  • Saving / Investment Plan
  • Debt Management
  • Estate Planning
  • Self-Managed Superannuation Funds (SMSF)
  • Aged Care

Below is a copy of our Financial Services and Credit Guide, our Schedule of Fees and Rosanna Rossi’s Adviser Profile for your information.

Financial Services and Credit Guide