Louise Rottier
Senior Financial Adviser at Millennium Wealth
Based in Sydney, Australia
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Seniority
Staff
Department
Finance & Accounting
Location
Sydney
Industry
Financial Services
Company size
14
Contact information
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l•••••••@millenniumwealth.com.au
Phone
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Background
About Louise Rottier
Having worked with high net worth clients and their family offices my approach is to replicate that family office structure to make similar services available to high net worth individuals, their families and, if applicable, their businesses, to provide a strategic overlay and comprehensive plan for clients to reach their financial and lifestyle goals. In collaboration with clients’ key family advisers, such as Private Bankers, accountants and lawyers, I co-ordinate and manage the specialist expertise to achieve the best result for clients by strategically working towards individual, family and business goals. Some clients describe my role as the CFO of the family group. My depth of knowledge and experience across both banking and financial planning enables me to provide a unique and holistic approach to the often complex financial needs of successful Australians.
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