A family based business in Geelong.
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Financial Aspects is a family based business servicing the Greater Geelong Area , Bellarine Peninsula and the Surf Coast. With over 40 years experience in financial planning and with Ron Rose senior at the helm Financial Aspects opened its doors in 1991. Jodi and Dan joined the company in 2003 and 2000 respectively and took over the business in 2008.
Certified Financial Planner – CFP® Diploma of Financial Planning – DipFP Diploma of Mortgage Lending – DipML Bachelor of Science – BSc – FPA Aged Care Specialist
Jodi started in financial services in 1995 working with an adviser in South Melbourne as a para-planner. Jodi joined the family business in 2003 with father, Ron and brother, Daniel. At Financial Aspects, Jodi is passionate about helping individuals and families from pre-retirement right through their retirement and frailty years and finds this a very rewarding part of financial planning. Recently, Jodi has completed the Accredited Aged Care Professional program and is an Financial Planning Association of Australia Aged Care Specialist.
Growing up in the Dandenongs but living and working in the Greater Geelong and Golden Plains areas over the past 20 years has given Jodi and her family (Husband Guy, 2 children Neyha age 14 and Decha age 11 plus various pets) the perfect opportunity to appreciate this wonderful region of western Victoria.
In her personal time, Jodi enjoys travelling, camping and sharing new experiences and cultures with her family.
Certified Financial Planner – CFP® Diploma of Financial Planning – DipFP Bachelor of Prosthetics & Orthotics – BP&O Bachelor of Science – BSc
Daniel entered the financial services industry in 2000 right as a recession hit and hasn’t looked back since. Specialising in superannuation advice and personal insurances Daniel keeps abreast of the ongoing changes and updates that affect most people from income insurance right through to superannuation investments.
Daniel and family (Wife Sally, Austin 11 yrs, Fletcher 8 yrs and Shultz the miniature Schnauzer) currently reside in Ocean Grove. Dan’s a keen runner, sportsmen and gardener but more often than not can be found hanging out with kids.