Ali Roshan
About Me
Once I graduated high school, I moved to California to play college tennis. It was at University I discovered my passion for financial services. After graduating with a Bachelor of Science (Majoring in Finance) from California State University, Northridge; I spent the next 15 years in the U.S.A. predominately working in the Financial Services Industry. I returned to Australia in 2010, and continued my passion in Financial Planning. I specialise in providing tailer-made solutions by understanding what is important to the client and catering to their individual needs. I engage closely with other professional advisers and consultants such as accountants, Estate planning lawyers, Family lawyers and the like to ensure I provide holistic solutions.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 15 Years
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Licensed By Advice Assist Australia Pty Ltd