Rosemount I F A

At Rosemount Independent Financial Advisers Ltd, our core purpose is to educate, inspire and empower our clients to live their ideal lifestyle by helping them reach financial independence. We understand that every client has unique hopes, dreams, and fears, and for over 30 years, we've built a reputation on successfully helping our clients pursue their life goals.

We take the time to listen and understand what matters most to our clients, taking away the confusion that having money can bring. We stay away from jargon and complex financial terminology, providing clear and concise advice that helps you make informed decisions about your financial future.

As a whole-of-market independent financial adviser, we have access to a wide range of financial products and services, allowing us to make the best choice for you, not us. Our financial plans are designed and built around your financial future and the lifestyle you want to lead, helping to protect your family and loved ones.

Our team is dedicated to making the most of your money, helping you pursue your goals, and providing for the people who depend on you. We believe that sound financial planning is essential for living the life you want, and we're committed to helping you achieve your goals.

Our Promise

At Rosemount, we promise to be unrelentingly loyal and empathetic in our approach, treating you like family at all times. We're dedicated to protecting and securing your wealth legacy for future generations. Our experienced team is committed to providing a personal and caring approach, working closely with you to understand your unique financial situation and goals.

Meet the Team

Our team of experienced financial advisers is dedicated to providing you with exceptional service and expert advice. Led by our Chief Financial Adviser and Managing Director, Andrew Arthur, our team has years of experience in the financial services sector.

Andrew Arthur, Chief Financial Adviser and Managing Director, holds the Diploma in Financial Planning (Dip PFS) and is a Member of the Personal Finance Society. He's dedicated to helping his clients understand their financial position and achieve their goals.

Andrew Grassick, Financial Adviser, has over 25 years of experience in the financial services sector and holds the Diploma in Financial Planning (Dip PFS) and is a Member of the Personal Finance Society. He's built many long-term relationships with clients and has a proven track record of managing investment portfolios and clients' increasing appetite for risk.

We're passionate about what we do and believe that our approach sets us apart from others in the financial services sector. Our commitment to providing exceptional service and expert advice is what drives us to continue delivering outstanding results for our clients.