Experience Roy is an Authorised Representative of Count Financial Limited and provides personal financial planning advice to the clients of mbt. Roy joined mbt in May 2005 after gaining 6 years industry experience with Citigroup Wholesale Stockbroking and Macquarie Bank. Roy's experience ranges over a number of areas including superannuation & retirement planning, investments and personal insurance.
Memberships Bachelor of Business (Financial Planning)
Count Wealth Accountants – Authorised Representative Diploma of Financial Services (Financial Planning) (PS146)
Postgraduate Diploma of Financial Planning
