CFP.,Dip FP.,M Com (FP)

Jeanie is a Proper Authority Holder of Rocco Sinclair Pty Ltd, a Licensed Securities Dealer. Jeanie is the Managing Director of Rocco Sinclair Pty Ltd.

She is a Certified Financial Planner, with the Financial Planning Association of Australia and has over eighteen years of experience in the Financial Services Industry, including seven years in Merchant Banking. Jeanie has a Master of Commerce Degree specialising in Financial Planning from the University of Western Sydney.

Jeanie’s experience in the financial planning industry has been both as an adviser and manager. Her depth of experience across all aspects of the financial planning profession offers a rare understanding of the practical considerations involved in planning, developed over a considerable time and in diverse roles. She is also highly skilled in reviewing and providing employer superannuation services to corporations.

Her previous roles in the industry include establishing a financial planning business for a firm of Accountants, the management of a financial planning division of Lend Lease and she fulfilled a similar role for State Superannuation Financial Services. She has also acted in consulting roles to other financial planning groups helping them to grow and develop their businesses.

Jeanie is a salaried Adviser, providing advice on a fee for service basis. All fees (and any brokerage, which is usually confined to Insurance Companies) are payable to the Licensed Securities Dealer, Rocco Sinclair Pty Ltd.

For leisure, Jeanie is learning to play golf, enjoys travelling and entertaining and occasionally utilizes her flair for interior design.

Email: advice@roccosinclair.com.au