About Me

Rocky joined Prosperity in 2022 after years of experience in the financial planning industry. Throughout his career, he has had experience providing, writing, and delivering strategic advice across investments, structures, superannuation, retirement planning & personal risk insurance.
Rocky is dedicated to researching & understanding the inner-workings of all available strategies for his clients. He is committed to improving the financial literacy of others and enjoys the ability to regularly educate & inspire clients, in the ever-changing financial world.
Prior to joining Prosperity, Rocky was a senior financial adviser at a private specialist financial planning firm, where he developed and delivered investment management and strategic financial planning advice to a broad range of clients, specialising in the medical professional industry. His detail-oriented, goals-based strategic approach to financial planning, is strongly appreciated by his clients.

Areas of Focus

  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 6 Years
  • Licensed By
    Licensed By Prosperity Wealth Advisory Services Pty Ltd