Communitys
 
Our team is made up of talented and experienced people, who are easy to deal with and committed to service. We aim to understand our clients and we appreciate the trust our clients place in our firm. We never compromise on acting for our clients and we uphold the highest professional standards at all times. Your financial success & financial security and our business success are absolutely linked through every day of our ongoing relationship.

Our Financial Adviser

 


Rosie Hicks
Authorised Representative No 345649
Credit Representative No 419719
B.Ec Hons, CA, Registered Tax Agent, Certificate in Financial Planning, SMSF Specialist Advisor, JP

Rosie is a Director and shareholder of MGH Financial Planners and an Authorised Representative of FYG Planners.

Rosie has been involved with financial services since 2005. Rosie is a member of the Institute Chartered Accountants, a SMSF Specialist Advisor™ and a Director and Shareholder of MGH Advisory. Rosie is also a Justice of the Peace. Rosie studied through the Securities Institute of Australia (now ASIC) and completed her Graduate Certificate in Financial Planning in 2005.

Through her role as a Financial Adviser and Chartered Accountant, Rosie is in a unique position to offer holistic advise on business, taxation, asset protection, business succession, estate planning and financial services to clients simultaneously. Rosie attends regular training in both financial planning, superannuation and taxation to keep abreast of changes.

Rosie is strongly focused on pre and post retirement planning with an emphasis on superannuation, self managed superannuation funds, business succession and the delivery of retirement income streams. Rosie also seeks to provide cost efficient insurances tailored to business and individual circumstances. 

Rosiehicks