At Bountiful Wealth, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
You get the best of both worlds at Bountiful Wealth. There's the confidence of knowing you're with one of the most well known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.
Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.
Managing Director/Senior Financial Planner
Qualifications: Adv DipFS (FP), B. Econ
Michael has worked in the financial services industry since 1995 commencing as a financial planner. He then moved on to senior management roles within Suncorp and then to UBS Global Asset Management in 2008 as a Director advising Licensees and Superannuation Funds nationally.
Michael holds the Advanced Diploma of Financial Services (Financial Planning) and a Bachelor of Economics. With these qualifications and experience, he is well qualified to help clients to achieve their financial goals. Michael is a member of the Association of Financial Advisors (AFA).
Senior Financial Planner
Qualifications: Adv DipFS (FP)
Ros is a financial planning and risk insurance specialist. Her experience across both professions spans more than 25 years. Ros holds an Advanced Diploma of Financial Services (Financial Planning) and is qualified to provide advice across wealth creation planning, investment portfolio management, risk insurance strategies, self managed superannuation and retirement planning.
Ros is a member of the Association of Financial Advisors (AFA) and is a past nominee in the AFA Female Excellence in Advice Awards. Ros has a clear focus on helping clients implement an integrated long-term financial plan. With these qualifications and experience, Ros is well qualified to help clients to achieve their financial goals.