Qualifications
Bachelor of Commerce (B.Com) – Accounting, James Cook University
Certified Practising Accountant (CPA) Program – CPA Australia
Diploma of Financial Planning – Financial Planning Association & International Institute of Technology
Financial Adviser Exam – The Financial Adviser Standards and Ethics Authority (FASEA)
Ethics and Professionalism in Financial Advice – Kaplan Professional
Professional memberships
CPA Australia
About Rodney Rossi...
As Senior Financial Adviser, CPA Accountant and equity owner at q4 financial Pty Ltd, Rodney leads the financial planning division providing advice and service to our valued financial planning clients to help achieve their goals.
Having over 25 years’ experience providing comprehensive financial planning advice Rodney helps his clients by:
• Giving them confidence in their financial plan.
• Educating them about what really matters or anything they are concerned about.
• Taking away financial stress.
• Putting them on a better path.
• Putting sound personal protection plans in place.
• Creating passive investment portfolios.
• Making sure super is invested appropriately.
• Challenging clients to make better decisions.
• Keeping clients on track.
• Making sure agreed changes are implemented.
Rodney enjoys helping clients make better financial decisions, guiding them through life changes including career changes, business and property transactions, family changes and retirement. He also uses his significant experience in navigating tricky investment markets.
As a person, Rodney is flexible, responsive and solution focused who helps clients by understanding their needs and concerns, applying good reasoning ability, critically investigating all possibilities, and tailoring solutions in a friendly manner. He has a great trusting relationship with his clients and can communicate effectively with them.
Rodney is a diligent and resourceful person with highly evolved analytical, technical and investigative skills in strategic planning, investment analysis and taxation. Being a detail-minded, systematic, autonomous individual, he enjoys mastering and applying skills efficiently with a focus on continuous improvement.
Personally...
In his personal time, Rodney enjoys a variety of sporting activities such as soccer, mountain biking and golf.
What you'll get
- Honest, friendly communication with our team of expert financial advisers who will understand your business.
- The best advice for all your business and personal finance matters, with the utmost privacy.
- A confidential plan to help you move forward and achieve your goals for financial security and flexibility.
