Roy is an authorised representative of Count Financial 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, personal investments and insurance.
Examples of work undertaken by Roy include:
• Advising on personal investments, including managed funds and direct share portfolios
• Advising personal clients on retirement strategies and pension income streams
• Advising on personal superannuation funds, contributions and rollovers.
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Bachelor of Business (Financial Planning)
Count Wealth Accountants – Authorised Representative
Diploma of Financial Services (Financial Planning) (PS146)
Postgraduate Diploma of Financial Planning – Current