Fred Rossi Email & Phone Number
Financial Adviser @ Evolve Financial Services Pty. Ltd.
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Fred Rossi Location
- Melbourne, VIC, AU
Fred Rossi Work
- 2020 -now Financial Adviser @
- 2015 -2020 Financial Advisor @ Radius Financial Planning
- 2014 -2015 Business Development Manager, Bank Channel @
- 2011 -2014 Business Development Manager - Corporate Super (Aligned) @
- 2008 -2011 Business Development Manager - Retail @
- 2005 -2008 Business Development Manager - Employer Superannuation @
- 2002 -2005 Corporate Super Business Development @
- 2002 -2005 Corporate Super Business Development Manager @
- 2000 -2002 Financial Planner @ Apogee Financial Services
- 1998 -2000 Financial Services Consultant @ Lend Lease Corporate Services
Fred Rossi Education
- Kaplan Professional
Fellow Chartered Financial Planner (Financial Planning and Services)
- Primary /secondary
Fred Rossi Skills
- Superannuation
- Income Protection
- Relationship Management
- Investments
- Strategic Financial Planning
- Wealth Management
- Vendor Management
- Insurance
- Business Development
- Retirement
- Wealth
- Business Strategy
- Life Insurance
- Portfolio Management
- Risk Management
- New Business Development
- Asset Management
- Banking
- Sales Management
- Mortgage Lending
- Business Planning
- Investment Strategies
- Business Process Improvement
- Financial Risk
- Retirement Planning
- Pensions
- Investment Advisory
- Financial Advisory
- Stakeholder Management
- Financial Services
- Debt Management
- Financial Planners
- Estate Planning
- Critical Illness
- Funding
- High Net Worth Individuals
- Wealth Management Services
- Asset Allocation
Fred Rossi Summary
- Fred Rossi, based in Melbourne, VIC, AU, is currently a Financial Adviser at Evolve Financial Services Pty. Ltd.. Fred Rossi brings experience from previous roles at Radius Financial Planning, Colonial First State and AMP. Fred Rossi holds a Fellow Chartered Financial Planner in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Superannuation, Income Protection, Relationship Management, Investments, Strategic Financial Planning and more. Fred Rossi has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Evolve Financial Services Pty. Ltd. Employees
Fred Rossi
Financial Adviser
Melbourne, VIC, AU
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