Ross has been an Adviser in the Financial Services industry since August 1981. His specialty is with full financial plan construction incorporating advice on wealth accumulation, superannuation, personal and business insurance as well as retirement planning.
During Ross’ career he has completed numerous insurance and financial planning courses and is a Certified Financial Planner™ professional granted through the Financial Planning Association.
Ross was AXA Financial Advice Network’s State Adviser of the Year in 2002 and 2007, in addition to AXA Financial Advice Network’s National Adviser of the Year in 2007. He has also been nominated twice for the Australian Financial Advisers Association Adviser of the Year award. He is a Top of the Table Member of the Million Dollar Round Table (MDRT), a global association for Financial Industry Professionals which has membership numbering 36,000 in eighty countries.
Ross has a philosophy of giving back to the industry in whatever manner he can, and in this regard he has served on various industry association boards.
Commencing in the Financial Services industry in 1999, Gino has been part of Rothgard from its inaugural year. He specialises in personal insurance planning, wealth accumulation, cashflow planning and self managed superannuation funds.
As a passionate ‘goals based’ financial planner Gino believes that financial planning is not just about money - money is purely a vehicle that allows things to happen.
As the first step Gino helps clients understand what they want to achieve, he then determines how the client will get there and how to achieve the lifestyle they want. This allows his clients to have absolute clarity, empowering them to make lifestyle decisions with the knowledge of what this means to their finances.
Gino was the Queensland winner of the inaugural AXA Financial Advice Network “Value of Advice” award in 2009. He is a Certified Financial Planner™ professional granted through the Financial Planning Association and has been awarded the SMSF Specialist Advisor™ (SSA) designation by SMSF Professionals’ Association of Australia. He is also a Justice of the Peace (Qualified).
David has been in the financial services industry for over 30 years, starting out in administration and management. David became an adviser in 1995 and started his own practice in 2001. In August 2012 he merged his business with Rothgard to utilise their leverage and strengths in providing holistic financial advice.
One of David’s key strengths is his enthusiasm in helping people learn about their finances and underlying investment principles, then assisting them to make sensible financial and investment decisions using that knowledge.
In 2011 David was the Queensland winner of the AXA Financial Advice Network “Value of Advice” award.
David holds a Diploma of Financial Planning and is a Certified Financial Planner™ professional granted through the Financial Planning Association. He has also completed studies in the legislation and procedures of Self Managed Superannuation Funds, receiving the SMSF Specialist Advisor™ (SSA) designation from SMSF Professionals’ Association of Australia. David holds a Graduate Certificate in Management (Marketing) from QUT, and has been appointed a Commissioner for Declarations.