Rochelle Curtis
Financial Adviser
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About
Rochelle Curtis is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong foundation built upon a Diploma of Financial Planning from the Financial Planning Association of Australia (2005) and a Master of Commerce (Financial Planning) from the University of Western Sydney (2012), Rochelle brings a wealth of knowledge and experience to every client interaction. Her commitment to ongoing professional development is further demonstrated by her Margin Lending & Geared Investments certification from Kaplan Professional (2011). Rochelle is also a proud member of the Financial Advice Association of Australia (FAAA). Rochelle is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet your unique needs. This includes superannuation, insurance, wealth management, and retirement planning. Whether you're seeking to grow your wealth, protect your family's future, or plan for a comfortable retirement, Rochelle can provide expert guidance. Key services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice (Life Insurance, Life Risk Insurance, Securities) Ready to take control of your financial future? Contact Rochelle today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Rochelle Curtis offer?
Rochelle Curtis specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. She can also advise on investments including life insurance, life risk insurance, and securities.
What are Rochelle Curtis's qualifications?
Rochelle holds a Diploma of Financial Planning from the Financial Planning Association of Australia, a Master of Commerce (Financial Planning) from the University of Western Sydney, and a certification in Margin Lending & Geared Investments from Kaplan Professional.
How does Rochelle Curtis approach financial planning?
Rochelle takes a client-centered approach, focusing on understanding your individual circumstances and goals. She then develops a tailored financial plan to help you achieve your objectives.
What can I expect during my first meeting with Rochelle Curtis?
During your initial consultation, Rochelle will discuss your financial situation, goals, and risk tolerance. This information will help her to develop a personalised financial plan that aligns with your needs.
Is Rochelle Curtis a member of any professional organisations?
Yes, Rochelle is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest standards of professionalism and ethical conduct.
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