Roxanne Gorman
Roxanne is an experienced wealth management professional having worked with the complex needs of high net worth clients. During this time Roxanne has developed expertise with both retail and wholesale clients and has held roles across leadership and the provision of personal financial advice.
As a Partner within Perpetual Private Clients Roxanne leads teams of Senior Financial Advisers and Associates across NSW and the ACT – providing strategic and investment advice. Roxanne also personally manages a select number of client relationships taking a holistic approach to ensure client objectives are consistently met.
Roxanne has a focus on developing strong client relationships taking into account individual needs. This is achieved by understanding what is most important to each individual client including personal objectives and financial goals. Roxanne has a particular interest in the female segment. Roxanne provides financial advice across the areas of strategy and investments ensuring advice is contemporary including the latest legislative changes and investment market dynamics in an ever-changing landscape.
Roxanne holds a Bachelor of Arts (Economics), Master of Financial Planning and an MBA. Roxanne is a Certified Financial Planner and a member of the Financial Planning Association of Australia.
Roxanne is an experienced wealth management professional having worked with the complex needs of high net worth clients. During this time Roxanne has developed expertise with both retail and wholesale clients and has held roles across leadership and the provision of personal financial advice.
As a Partner within Perpetual Private Clients Roxanne leads teams of Senior Financial Advisers and Associates across NSW and the ACT – providing strategic and investment advice. Roxanne also personally manages a select number of client relationships taking a holistic approach to ensure client objectives are consistently met.
Roxanne has a focus on developing strong client relationships taking into account individual needs. This is achieved by understanding what is most important to each individual client including personal objectives and financial goals. Roxanne has a particular interest in the female segment. Roxanne provides financial advice across the areas of strategy and investments ensuring advice is contemporary including the latest legislative changes and investment market dynamics in an ever-changing landscape.
Roxanne holds a Bachelor of Arts (Economics), Master of Financial Planning and an MBA. Roxanne is a Certified Financial Planner and a member of the Financial Planning Association of Australia.
