The Benchmark Team
Introducing our friendly, supportive, close-knit team at Benchmark Financial Services.
David has access to a range of complimentary advice services through the support of Benchmark’s professional referral network including solicitors, accountants and mortgage brokers. As a Corporate Authorised Representative of Financial Services Partners, David has access to high quality financial products, extensive market research and business development tools, and training that helps deliver quality services to clients. David’s deep knowledge of the needs of medical professionals has also led the business to be part of the Private Practice Network, which means he can cater specific solutions to the financial needs of such professionals.
When David is not at the office or meeting with clients, he can often be found at the MCG supporting the mighty Collingwood Magpies. At the moment his ‘children’ come in the form of two staffie pups, which get spoilt by David and his wife, Veronica. David also enjoys a game of golf and is happy to organise an ‘on course meeting’ for any clients who are interested!
David is here to help you grow your wealth faster, manage it better and safeguard it more effectively, to build a financial future that you may otherwise have not achieved.
Financial Planning can be complex but Rosanne is ideally placed to educate her clients on their options and work with them to select the right advice strategies. Rosanne spent many years preparing financial plans as a paraplanner, before becoming an adviser. During that time she built her knowledge around the technical issues relating to superannuation, wealth accumulation, Centrelink, retirement planning strategies, and self managed superannuation funds.
“I became an adviser because I felt I could offer clients a personalised, simple, easy to understand approach to their financial planning needs. I found helping people achieve their goals rewarding” says Rosanne. “I believe in creating a trusting association and mutually honest communication which is vital in maintaining strong relationships with clients.”
Rosanne is a member of the SMSF Professional’s Association of Australia (SPAA).
When Rosanne is not assisting her clients, you may find her gardening, reading or spending time with family.
Michelle can be of assistance for any insurance and portfolio valuation queries.
Rodolfo has completed a Bachelor of Commerce Degree through Deakin University majoring in Economics, Financial Planning and eCommerce Management.