Logo White
  • Close

Request a Consultation

SENIOR CLIENT ADVISER / WATER POLO

Meet Roslyn

Start a conversation
Connect with Roslyn
Client Login

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

At any stage of life, the ultimate goal of investment is to minimise risk and maximise return. Right? 'I suppose, but it's easier said than done.', yo...

So you want to invest and start trading in the finance world, get yourself armed with the proper knowledge, and you can do just that––successfully. A ...

The Complete Guide to Retirement Planning

Know the facts behind your investment abilities.

Retirement Planning Guide_Resources