Rosslyn McKinnon

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BBus(Acct) CPA DipFS

Authorised Representative: 000245055

Senior Private Client Adviser / Aged Care Specialist

"Over your lifetime there will be occasions where you will need to seek strategic financial advice, not to be told what to do, more likely to be informed of your choices to make the decision that is best for you. This is at the heart of financial planning. At other times, portfolio management or transactional services are all that you need. But every time, seeking professional, unbiased advice to do better is always a good decision."

As your Financial Adviser, Ros aims to provide you with the 'human touch'. Her promise is to actively listen, advise and educate to ensure you make the financial decisions that you feel will benefit you and your family. Change affects us all, it is how we manage those changes that counts.

Services and specialities

  • Aged Care
  • Financial Planning
  • Fixed Interest and Cash Management
  • Personal Insurance
  • Retirement and Estate Planning
  • Self Managed Super Funds

Investment Style

Ros specialises in aged care and succession planning, self managed superannuation funds and wealth creation for everyday people. Her focus is on structuring strategy plans to accumulate and protect her clients' wealth, whether they are small business owners, young families, pre-retirees or families seeking advice on aged care.

Industry Education & Experience

Qualifications
  • Accredited Aged Care Professionalâ„¢, Aged Care Steps, 2015
  • Bachelor of Business (Accountancy), Queensland University of Technology, 1999
  • Certified Practising Accountant, CPA Australia, 2002
  • Ethics and Professional Relationships, QUT, 2020
  • Diploma of Financial Services, NSW Vocational Education & Training Accreditation Board, 2004
  • TASA and the TPB Code of Professional Conduct, KAPLAN, 2016
Professional Associations
  • Certified Practising Accountant
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by JSM Investments (Aust) Pty Ltd which operates the business of Morgans Financial Limited - Sunshine Coast. My employer remunerates me as your adviser by way of a percentage of fees.