Hillross

Ros web
Ros Johannesen
Director and Financial Planner
Socius Wealth Management. L10 Challis House, 4 Martin Place, Sydney, NSW, 2000

I help clients build and protect their wealth and my key areas of expertise are superannuation, retirement planning strategies and wealth accumulation strategies. As a financial planner, I never stop learning and updating my knowledge.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • BBus DipFP CFP
  • Certified Financial Planner with the Financial Planning Association (FPA)
  • Diploma of Financial Planning
  • Bachelor of Business from University of Technology, Sydney
  • SMSF Professionals Association of Australia Member

Areas of
Expertise

Retirement
Self Managed Super Fund
Strategic Planning
Superannuation
Wealth creation

I help clients build and protect their wealth and my key areas of expertise are superannuation, retirement planning strategies and wealth accumulation strategies. As a financial planner, I never stop learning and updating my knowledge. My qualifications include a Bachelor of Business from University of Technology, Sydney and a Diploma of Financial Planning. I am also a Certified Financial Planner with the Financial Planning Association (FPA).


Ros's ideas of Financial Freedom

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