The Financial Planning Association of Australia The Financial Planning Association of Australia

Geoffrey Da Roza, CFP®


Name Geoffrey Da Roza CFP®
Company Jarrett da Roza Financial Planning Pty L
Address Suite 3, Bourke Street Chambers
137 Marius Street
Tamworth, NSW 2340
Phone 02 67669814
Website www.jarrettdaroza.com.au

Jarrett da Roza is owned and operated by Geoffrey da Roza who has been working in the financial services industry since 1988. Prior to that Geoffrey worked as a property research analyst with Baillieu Knight Frank after developing his analytical skills as an experimental scientist with CSIRO.
Having made the transition into the financial services sector and working for KPMG Peat Marwick, Geoffrey decided to use his skill base as an independent professional by gaining his own Australian Financial Services Licence, issued by the Australian Securities and Investments Commission (ASIC) in 1994. This continued a long family heritage in investment markets and trading, going back many generations.
Individual Licence holders are not common in the market place, and an unrestricted licence allows Geoffrey to advise on a wide range of investment products and services.
He brings a very sophisticated level of analytics to his practice which enables him to evaluate properly what is going on at any given time in the markets. Free from any controlled arrangements or ‘in house’ investment products to recommend or promote, Jarrett da Roza Financial Planning is truly able to recommend a wide range of investments, specific and appropriate to each client’s needs.
He is a foundation member and a former Secretary and Chairman of the New England Chapter of the FPA.

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