We’ve expanded our team of Financial Planners to allow us to be even more effective in delivering positive outcomes for our clients.
We ask you to join us in welcoming Rosie Kieft to the team in the role of Associate Financial Planner. With a Bachelor of Commerce from the University of Western Australia and a Diploma in Financial Planning from the Monarch Institute, Rosie is West Australian born and raised and excited about growing her career in Financial Planning.
We sat down with Rosie on her first week and asked her some questions to help us to get to know her better.
So Rosie, what drew you to a career in financial planning?
When I finished my Bachelor of Commerce, I was unsure of what to do. While looking for work, I kept being drawn to roles in the financial planning industry. The job descriptions mentioned activities I enjoyed doing – working with clients, developing strategies and problem-solving, it seemed like the natural next step.
Now that you’ve been working in the industry for several years, what do you like most about Financial Planning?
I enjoy helping people to reach their financial goals and helping to set people up for retirement. It’s what drives me.
What will you be doing in your role as Associate Financial Planner at JVA?
I’ll be assisting our Principal Financial Planner, Christian, in meetings and in building strategies for our clients. I’ll be rebalancing portfolios and working on the general service provision for our accounts.
Are there any particular services that you enjoy working on the most?
What do you like to do outside of the office?
I love travelling, and I foster dogs from the WISH Animal Rescue. I have a dog, Sapphire, she’s a 6-year old golden Amstaff (American Staffordshire Terrier), so looking after her and the other dogs keeps me busy.
We’re committed to providing you with the best financial advice to see you reach your goals and get to where you want to be in life. Rosie’s addition to our team allows us to provide you with more support and assistance, and we look forward to providing you with the opportunity to get to know her in the coming months. To make an appointment with our team or to discuss your financial goals, get in touch with us or make an appointment online.