Who We Are
We Are Leader In
Financial consultancy
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Meet Our Team
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Working as the Chief Executive Officer, Fiona ensures the efficient running of Rocket
Fiona Carley
CEO - Chief Executive Officer
Diana is driven by a passion to help people achieving their financial goals. With
Diana Cui
Senior Financial Adviser
Paul is driven to help clients improve their financial position and meet their financial
Paul Yeo
Senior Financial Adviser
Carlos is a Financial Advisor passionate about assisting clients in creating wealth and
Carlos Ortega
Financial Adviser
With over 15 years of experience in the financial services industry, Karmen has specialised in
Karmen Wigney
Advice Operations Manager
Johnny has worked in Hospitality and Customer Service for over 5 years. He’s
Johnny Ocampo
Senior Client Services Officer
Metz is the newest member of the group. She has spent more than
Metz Sangulingan
Client Service Officer
Our Specialities
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DISCLAIMER
Contents of this website that may be considered advice is of a general nature only and has been prepared without considering your objectives, financial situation or needs. Before acting on any advice, Adviser Services recommends that you consider whether it is appropriate for your circumstances. Except as required by law, Adviser Services does not represent, warrant and/or guarantee the integrity or accuracy of the content on this website.
Rocket Financial Planning Pty Ltd ABN 11 149 299 490 acts as Corporate Authorised Representative No. 401092 of Adviser Services Pty Ltd, AFSL 439452, ACL 390604, ABN 19 143 426 108.
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