Helping you succeed in life's financial journey
Senior Personal & Business Risk Specialist
Roseann primarily specialises in Risk – both Personal and Business. As a risk manager she has a strong commitment to both long-term existing clients and new, with a strong focus on creating individualised plans that work for her clients.
Roseann has been involved in the Financial and Insurance Industry for numerous years, including executive positions in the banking and investment industry, both here in New Zealand and in England. She is regularly recognised in her industry, having received the KEPA Adviser's Institute award 2014 through 2016, as well as qualifying for membership of the Million Dollar Round Table association - placing her in the top 6% of financial service professionals globally.
Being both a painter and a collector, she has a strong interest in the art world. She also continues to be heavily involved with sporting activities, alongside her partner Barry who coached and played representative Softball in Europe and New Zealand. Along with their ‘juvenile’ dog Boddington, they enjoy the unique lifestyle Hawke’s Bay now offers them.
Talk to Roseann today to find a risk strategy that's right for you.