Expert Financial Planning Services When You Need Them Most
Expert And Trusted Financial Planners
Access To All Major Investment Platforms & Classes
Investment Planning And Analysis
Certified Financial Planner Practitioner
Australian Financial Services Licence (No 253214)
Tax (Financial) Adviser 25325273
Expert And Trusted Financial Planners
Access To All Major Investment Platforms & Classes
Investment Planning And Analysis
Certified Financial Planner Practitioner
Australian Financial Services Licence (No 253214)
Tax (Financial) Adviser 25325273
We have operated with our own unrestricted licence for nearly 30 years. Our sole objective is to provide our clients with a professional service they can trust. Our practice is owned by its principal, Geoffrey da Roza, and is part of a long family heritage in investment markets and trading, going back many generations. Geoffrey da Roza is a Certified Financial Planner practitioner.