Rozanne Willenberg

Background

About Rozanne Willenberg

I love being able to improve people's outcomes, knowing that I have added value to their personal circumstances. I find this very fulfilling and this is my driving motivation for work. Similarly, I love creating exceptional experiences daily for my children, which I find hugely rewarding as a parent. I have a strong passion for integrity in the Financial Advice Industry and bring with me over 20 years experience. I have held 3 National Roles and worked with companies such as ANZ, Grant Thornton, Australian Unity, CPA Australia, KPMG, Mercer Wealth Solutions, Pinnacle Financial Services Academy and some of the Industry Funds. My roles have encompassed being client facing, managing staff, establishing referral sources, and assisting in building businesses in the financial services space. I have been involved with industry educators for a number of years, initially with Pinacle Financial Services reviewing and re-writing course notes and marking exams for the Diploma of Financial Planning; and more recently with CPA Australia for their post-graduate course as a subject matter expert in insurances. I have also been a mentor and run mentor group sessions for the AFA (Association of Financial Advisors). I hold a Certificate in Financial Markets, Diploma in Financial Planning, Grad Dip in Financial Advising and Cert 4 in Training & Assessment. I am fully FASEA accredited and have completed the Ethics bridging course. Married with two daughters; I have tried to balance my family commitments whilst trying to remain at the top of my professional career.