David Rossbach Email
Wealth Adviser @ Capital Partners Private Wealth Advisers
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David Rossbach Location
- Perth, WA, AU
David Rossbach Work
- 2022 -now Wealth Adviser @
- 2018 -2021 Associate Adviser @
- 2017 -2018 Mechanical Fitter Trade Assistant @
- 2016 -2017 Independent Financial Advisor @ W-fp.solutions
- 2012 -2016 Independent Financial Advisor @ Lord Financial Ltd
David Rossbach Education
- Kaplan Professional
Advanaced Diploma in Financial Planning
2017-2017 - Chartered Insurance Institute
Certificate in Mortgage Advice (Financial Planning and Services)
2016-2016 - Chartered Insurance Institute
Advanced Pension Planning (Financial Planning and Services)
2014-2014 - Chartered Insurance Institute
Diploma in Regulated Financial Planning (DipPFS)
2012-2013 - The University of Western Australia
Bachelor’s Degree (Economics and Commerce)
2005-2010 - Trinity College Perth
High School
2000-2004
David Rossbach Skills
- Portfolio Management
- Savings
- Wealth Management
- Financial Services
- Financial Planning
- Pensions
- Asset Allocation
- Investments
- Retirement Planning
- Financial Advisory
- Management
- Pension Funds
- Mortgage Lending
- Finance
- Financial Analysis
- Protection
David Rossbach Summary
- David Rossbach, based in Perth, WA, AU, is currently a Wealth Adviser at Capital Partners Private Wealth Advisers. David Rossbach brings experience from previous roles at Capital Partners Private Wealth Advisers, KBSS Engineering, W-fp.solutions and Lord Financial Ltd. David Rossbach holds a 2017 - 2017 Advanaced Diploma in Financial Planning @ Kaplan Professional. With a robust skill set that includes Portfolio Management, Savings, Wealth Management, Financial Services, Financial Planning and more. David Rossbach has 1 emails on RocketReach.
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