Beyond Wealth Team
Rosemary has been involved in financial planning since 1999 and for 10 years prior to this owned and operated a large retail franchised business. With a focus on developing strong client relationships and excellence in financial planning advice Rosemary established her own advice firm in 2003. The business has continued to grow organically through client referrals and the focus will never move away from providing the best possible service to clients.
Beyond Wealth is also about giving back to the community and Rosemary regularly gives of her time to speak at Centrelink Financial Information Services seminars and provides financial support to many charitable organisations.
Rosemary is a member of the FPA and is an accredited SMSF Specialist Adviser through the SMSF Association. She also holds a tax agents licence for financial advice and self-managed superannuation funds.
Dianne has been involved in the accounting profession for more than 30 years providing compliance and business advisory services to a diverse client base. She holds a Bachelor of Commerce, is a fellow of Chartered Accountants Australia New Zealand and a registered Tax Agent.
Dianne also serves as a director and committee member of a number of not for profit entities. Her interests include basketball, photography and spoiling her two rescue dogs.
Jess has been with Beyond Wealth for almost 3 years and has previously worked in a wide range of different industry fields including medical, GPS technology, explosives (Orica), and account managing.
She holds a certificate II in Fitness and a certificate IV in Small Business Management.
Jess enjoys travel, netball, yoga and craft in her spare time. Jess is now married to Jason who is also in financial planning.
Jase has worked in financial planning since 2014, previously holding positions in the mining explosives and music royalty fields.
He holds a Diploma of Financial Planning and is currently studying the Advanced Diploma. He also has a degree in Contemporary Music Composition.
Jase loves to travel and experience different cultures and is particularly interested in France, having lived there and attended school.
He enjoys keeping fit and is also a patrolling member of Merewether Surf Life Saving Club.
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