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

Roy is a Proper Authority Holder of Rocco Sinclair Pty Ltd, a Licensed Securities Dealer. Roy is also a Director of Rocco Sinclair Pty Ltd.

He is a Certified Financial Planner (1997) with over ten years experience in the profession. His qualifications include a Bachelor of Civil Engineering Degree, a Masters Degree in Commerce, majoring in Financial Planning (1998) and a Diploma in Financial Planning Degree (1996).

Roy has extensive experience in advising high net-worth individuals, developed during his occupation of a senior executive role with a major multi-national corporation where he specialised in providing comprehensive financial planning advice to executive management.

Prior to establishing Rocco Sinclair Pty Ltd, Roy operated his own Financial Planning practice, designing, implementing and servicing successful wealth creation strategies for his clients.

One of Roy’s strengths is his ability to provide a holistic approach to maintaining the financial well-being of his clients, taking into consideration their changing personal, investment and economic circumstances in the light of the on-going evolution of legislation governing superannuation and taxation issues.

His practical experience in all aspects of financial planning complement those of his Co-Director.

Roy 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 personal enjoyment, Roy entertains, cooks and plays golf – and he is an avid supporter of Rugby, Cricket and good things Australian.

Email: advice@roccosinclair.com.au