Suite 3, 137 Marius Street, Tamworth
Suite 3, 137 Marius Street, Tamworth

Established 1994

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specialised FINANCIAL PLANNING SERVICES WHEN YOU NEED THEM MOST

WHY CHOOSE US?

It’s important to look after your finances at every stage of life, and when it comes to choosing a financial planner, it should be someone you trust to manage your funds. An experienced and professional financial planning firm like Jarrett da Roza Financial Planning Pty Limited will ensure you always know what’s happening with your money and will provide reliable and timely advice as and when needed.

ABOUT US

Jarrett da Roza Financial Planning Pty Limited has provided sound, straightforward and relevant investment advice to our clients and their families, for decades. We have operated with our own unrestricted licence for nearly 30 years.

Our sole objective is to provide our clients with a professional service they can trust.

Our practice is owned by its principal, Geoffrey da Roza, and is part of a long family heritage in investment markets and trading, going back many generations. As a former scientist and research analyst, Geoffrey has spent some 30 years reviewing and analyzing investments and markets through all cycles from the October, 1987 stockmarket crash.

Geoffrey da Roza is a Fellow of the Financial Services Institute of Australasia (FINSIA) and is a Certified Financial Planner®  practitioner. This is the premier designation of the professional body, the Financial Planning Association of Australia Limited (FPA).

EXPERT AND TRUSTED FINANCIAL PLANNERS

Jarrett da Roza Financial Planning Pty Ltd provides personalised advice to individuals and their families, businesses, family trusts, testamentary trusts and self managed super funds, for all investment classes.

We assist clients at every stage of life, combining investment know-how with tax planning, superannuation accumulation, retirement and aged care.

We advise clients in the areas of
- personal investments including tax planning
- saving for a specific purpose
- accumulating superannuation through personal funds, employer funds or self managed super funds
- retirement planning using superannuation pension accounts
- Centrelink Age Pension, aged care planning for at-home support, retirement accommodation and nursing home facilities.

We have access to all major investment platforms and investment classes covering
- ASX listed shares
- real estate investment trusts
- managed investment funds
- allocated pensions and annuities
- term deposits, debt instruments and hybrids
- insurance bonds, funeral bonds
- exchange traded funds and warrants.

LICENSING

Jarrett da Roza Financial Planning Pty Limited has held an Australian Financial Services Licence (no 253214) issued by the Australian Securities and Investments Commission (ASIC) since January 2004, under the new Act. We also held a licence, issued in 1994, under the former Act, where we operated as a Licensed Dealer in Secuities under the old corporations law.

Our unrestricted licence enables us to carry on a financial services business by providing advice, and dealing in, a wide range of financial products.

The firm is owned entirely by its principal, Mr Geoffrey da Roza and is not limited or controlled by any arrangements, written or implied, to invest with nominated funds, financial institutions or in certain areas.

Neither do we have any ‘in-house’ investment products to recommend or promote.
We are able, however, to recommend a wide range of investments with the criteria being their appropriateness to our client’s needs.

Geoffrey da Roza is an ASIC registered Financial Adviser (no 1006278). Jarrett da Roza Financial Planning Pty Limited is registered with the Tax Practictioners Board as a Tax (financial) adviser and is a member of the Australian Financial Complaints Authority Limited (Member no 10568).

OUR SERVICES

Jarrett da Roza Financial Planning offers a comprehensive set of financial services for our clients, so if you want to get your financial affairs in order, then we’re the perfect choice. With years of professional experience, we offer expert help and advice with all manner of financial issues, for your convenience.

If you’re interested in investing, then Jarrett da Roza Financial Planning can help with everything from cash, fixed interest and listed shares, to warrants, property, managed funds and more.
Our financial planners are skilled in all aspects of investing, and can offer advice on insurance investments held as non-superannuation investments or as superannuation, allocated, or complying pensions and annuities. It’s important to regularly review your investment portfolio, and at Jarrett da Roza Financial Planning, we provide quarterly, half-yearly or annual reviews as instructed.

Our Discretionary Portfolio Account (DPA) service allows us to invest on our client’s behalf, based on their investment program described in their Statement of Advice, without constantly referring back to our client, to enable them to continue to achieve their financial goals.

The DPA service is provided by way of a contract with our client who provides us with a limited Power of Attorney. This contract may be terminated, in writing, at any time by our client.Regular and real time reporting to our clients is provided through Investor Directed Portfolio Service investment platforms.

In practice, the DPA service enables Jarrett da Roza to make investment changes to client portfolios based on macro economic and political events, corporate revelations and corporate actions, pricing action and re weighting to maintain portfolio integrity.

At Jarrett da Roza Financial Planning, we operate on a fee per service basis, so your overall payment will always be personalised to suit your specific needs. We’ll provide you with an estimate of this at the outset, and confirm the cost once all work has been agreed.

Offering a personalised service that always works in your best interests, at Jarrett da Roza Financial Planning, we always take the time to understand our clients’ exact wishes. We’ll map out your financial goals for the future and see how your current finances can help you achieve or maintain your desired standard of living. Then we’ll create a tailored financial plan that’s reviewed regularly, to ensure you stay on track with your financial goals.

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INVESTMENT PLANNING/ANALYSIS

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SUPERANNUATION PLANNING (TRUSTEE & PERSONAL)

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RETIREMENT & REDUNDANCY INCOME PLANNING

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PORTFOLIO REVIEW SERVICE

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SOCIAL SECURITY PLANNING

NEWS

CONTACT US

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3/137 Marius Street, Tamworth NSW, 2340
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(02) 6766 9814
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Monday - Friday: 9:00am to 5:00pm

ENQUIRY FORM

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