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

Rosemary Lawrence, AFP®


Name Rosemary Lawrence AFP®
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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