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

Rosemary Lawrence, AFP® ACS

Name Rosemary Lawrence AFP® ACS
Company Hillman Morgan Financial Solutions
Address 819 Ruthven St
Toowoomba, QLD 4350
Phone 07 46599881

I believe the value of working with a Financial Planner lies in the holistic nature of the service and building an ongoing working relationship.

As a financial Planner, I have the privilege of not only assisting with one isolated aspect of a client’s financial life e.g. Superannuation or insurance, but of working with clients and their families through various stages of their life to achieve their goals.

I have a particular interest in assisting those navigating Aged Care options, including entry to Aged Care facilities, home care and retirement village living. I have studied for and achieved the designation of FPA Aged Care Specialist, accredited jointly with the Financial Planning Association (FPA) and Aged Care Steps (ACS). I can offer objective, expert guidance to make this time less stressful, more ordered and time efficient.

I love Toowoomba and believe my varied work experience here and overseas, plus my rural background adds to my ability to relate to a wide variety of people within our region.

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