our team

Roslyn Schnerring
Financial Planner/Manager

Professional Qualifications

  • Bachelor of Business (Accounting)
  • Diploma of Financial Services
  • Graduate Certificate in Financial Planning
  • Certified Practicing Accountant (CPA) Financial Planning Specialist

Background

Roslyn is a Senior Financial Planner in our financial planning department. Creating the best outcome with a simplified financial life is always her goal with any client. Her plans incorporate, where applicable strategies that consider tax, super, and other company or trust structures to optimize clients' financial positions.

Developing long-term relationships with her clients is important to Roslyn as she is interested in knowing the person behind the numbers.

Roslyn's diverse background of Corporate multinational accounting, Treasury services, auditing and tax allows her to provide superior service in a broad spectrum of financial services, especially for helping clients with complex financial situations. She continues to be an avid learner and regularly attends seminars to keep abreast of the latest investment opportunities and changes in legislation.

Married with three busy teenagers, Roslyn enjoys spending leave time with her family, baking and cultivating a native garden at her home.