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SENIOR CLIENT ADVISER / WATER POLO

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Roslyn Caldwell

Senior Client Adviser

Roslyn has a well rounded background with experience in both firms and commerce that allows her the ability to better understand the needs of businesses, and deliver it in a meaningful manner.

Roslyn Caldwell

Water Polo

When Roz isn't working, you can normally find her poolside at a Water Polo event of some kind, either playing, watching, managing, coaching or officiating. After starting at a young age, Water Polo
is just a part of my daily life.

Roslyn Caldwell

Senior Client Adviser

Roslyn has a well rounded background with experience in both firms and commerce that allows her the ability to better understand the needs of businesses, and deliver it in a meaningful manner.

BIO

About Roslyn

Having been a CFO in various industries for over 10 years, Roslyn has developed an understanding for what is important in terms of timely reporting and have worked closely with stakeholders to work towards reporting that is meaningful to them.

She strives to give business owners a current picture of relevant information that pertains to their business presented in a way that they can relate to and understand.

Roz enjoys spending time with the family – and can be found most of the time at various pools playing water polo.

R
ROSLYN’S FEATURED CONTENT

Resources

Wealth - 5 min read

Revisiting Wealth 101 During COVID-19

The COVID-19 pandemic has caused many Australians to reassess the health of their personal finances. From superannuation and investment portfolios to ...

Wealth - 4 min read

5 Tips to Safeguard Your Wealth During COVID-19

All Australians are currently taking steps to protect ourselves and our loved ones from physical sickness. In this climate of rising unemployment, mar...

The Complete Guide to Retirement Planning

Know the facts behind your investment abilities.

Access the Guide
Retirement Planning Guide_Resources
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