Welcome to Jarrett da Roza
BACK TO HOMEPAGEWelcome to Jarrett da Roza FinancialPlanning and we hope that you enjoy reading our regular newsletters.
For those among you who are not familiar with our practice let us tell you a little about who we are and what we do best.
Jarrett da Roza is owned and operated by Geoffrey da Roza who has been working in the financial services industry since 1988. Prior to that Geoffrey worked as a property research analyst with Baillieu Knight Frank after developing his analytical skills as an experimental scientist with CSIRO.
Having made the transition into the financial services sector and working for KPMG Peat Marwick, Geoffrey decided to use his skill base more appropriately as an independent professional by gaining his own Australian Financial Services Licence, issued by the Australian Securities and Investments Commission (ASIC). Individual Licence holders are not common in the market place, and an unrestricted licence allows Geoffrey to advise on a wide range of investment products and services.
He brings a very sophisticated level of analytics to his practice which enables him to evaluate properly what is going on at any given time in the markets. Free from any controlled arrangements or ‘in house’ investment products to recommend or promote, Jarrett da Roza Financial Planning is truly able to recommend a wide range of investments, specific and appropriate to each client’s needs.
In this time of uncertainty and lack of trust in the financial sector, as evidenced by the current Hayne Royal Commission into the financial industry, it is understandable that many people have reservations about where to turn to for advice. We understand exactly the issues that people have experienced over many years, by operators who are not well trained and are solely profit-driven. When employees are working to achieve bonuses as their main incentive, the outcome cannot be in the best interests of the client.
This is exactly the kind of scenario Geoffrey has tried to distance his business from, from the beginning, and he has worked consistently since opening his practice to achieve the best outcome for each of his clients.
We are a small boutique practice working personally with each client on a regular basis, keeping them well informed and abreast of all the issues affecting their personal situation.
Our track record of working with our clients to understand and achieve their goals is exemplary and it is with this in mind that we would welcome the opportunity to meet with you and discuss your current situation and your goals for the future.
We hope this has been informative for you, dear reader, and we look forward to discussing some really important issues over the coming months.
If you would like to have us look at any specific issues in depth for this newsletter, please contact us by phone or email and we will do our best to include your questions in our schedule.
Welcome to Jarrett da Roza FinancialPlanning and we hope that you enjoy reading our regular newsletters.
For those among you who are not familiar with our practice let us tell you a little about who we are and what we do best.
Jarrett da Roza is owned and operated by Geoffrey da Roza who has been working in the financial services industry since 1988. Prior to that Geoffrey worked as a property research analyst with Baillieu Knight Frank after developing his analytical skills as an experimental scientist with CSIRO.
Having made the transition into the financial services sector and working for KPMG Peat Marwick, Geoffrey decided to use his skill base more appropriately as an independent professional by gaining his own Australian Financial Services Licence, issued by the Australian Securities and Investments Commission (ASIC). Individual Licence holders are not common in the market place, and an unrestricted licence allows Geoffrey to advise on a wide range of investment products and services.
He brings a very sophisticated level of analytics to his practice which enables him to evaluate properly what is going on at any given time in the markets. Free from any controlled arrangements or ‘in house’ investment products to recommend or promote, Jarrett da Roza Financial Planning is truly able to recommend a wide range of investments, specific and appropriate to each client’s needs.
In this time of uncertainty and lack of trust in the financial sector, as evidenced by the current Hayne Royal Commission into the financial industry, it is understandable that many people have reservations about where to turn to for advice. We understand exactly the issues that people have experienced over many years, by operators who are not well trained and are solely profit-driven. When employees are working to achieve bonuses as their main incentive, the outcome cannot be in the best interests of the client.
This is exactly the kind of scenario Geoffrey has tried to distance his business from, from the beginning, and he has worked consistently since opening his practice to achieve the best outcome for each of his clients.
We are a small boutique practice working personally with each client on a regular basis, keeping them well informed and abreast of all the issues affecting their personal situation.
Our track record of working with our clients to understand and achieve their goals is exemplary and it is with this in mind that we would welcome the opportunity to meet with you and discuss your current situation and your goals for the future.
We hope this has been informative for you, dear reader, and we look forward to discussing some really important issues over the coming months.
If you would like to have us look at any specific issues in depth for this newsletter, please contact us by phone or email and we will do our best to include your questions in our schedule.
