Rob Rocca Email
Financial Planner at Core Wealth @ Core Wealth Financial Planning
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Rob Rocca Location
- Perth, WA, AU
Rob Rocca Work
- 2020 -now Financial Planner at Core Wealth @
- 2017 -2020 Financial Planner @ Australian Catholic Superannuation
- 2014 -2017 Wealth Management Advisor @
- 2011 -2014 Financial Planner @ NAB Financial Planning
- 2010 -2011 Paraplanner @
- 2001 -2010 Business Analyst - Legislative programme, Senior Operational Risk Analyst, Technical Specialist @ Asgard Wealth Solutions
- 1996 -2001 Team Leader, Superannuation Administrator @
- 1987 -1996 Superannuation Administrator @ National Mutual Life Association
Rob Rocca Education
- Kaplan Professional
(Post Graduate Certificate in Financial Planning)
2015-2016 - Charles Sturt University
Post-Graduate Certificate in Finance (Accounting and Finance)
2009-2010 - Australian College of Asset, Project & Maintenance Management
Certificate IV in Project Management
2007-2008 - Tribeca Learing (Aust)
Advanced Diploma of Financial Services (Financial Planning)
2002-2005 - The Australian Insurance Institute
Affiliate in Life Insurance
1988-1989
Rob Rocca Skills
- Strategic Financial Planning
- Retirement
- Superannuation
- Management
- Wealth
- Financial Planning
- Pensions
- Finance
- Microsoft Word
- Investments
- Wealth Management
- Relationship Management
- Financial Risk
- Portfolio Management
- Retirement Planning
- Financial Advisory
- Financial Services
- Risk Management
- Financial Analysis
- Insurance
Rob Rocca Summary
- Rob Rocca, based in Perth, WA, AU, is currently a Financial Planner at Core Wealth at Core Wealth Financial Planning & Finance. Rob Rocca brings experience from previous roles at Australian Catholic Superannuation, HLB Mann Judd, NAB Financial Planning and Addwealth Pty Ltd. Rob Rocca holds a 2015 - 2016 Kaplan Professional. With a robust skill set that includes Strategic Financial Planning, Retirement, Superannuation, Management, Wealth and more. Rob Rocca has 1 emails on RocketReach.
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