Verified recordFinancial Services

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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Email

1 credit

l•••••••@millenniumwealth.com.au

Phone

5 credits

+61 ••• •••• ••••

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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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Louise Rottier Email & Phone Number @ Millennium Wealth | Kipplo Discover