Ali Roshan

Ali graduated from high school in Melbourne but moved to California to play tennis at a college level. It was in University he discovered his second passion of financial markets. Graduating in 2002 with a Bachelor of Science (Majoring in Finance) from California State University, Northridge; Ali spent the next 15 years in the U.S predominately working in the Financial Services Industry. It was during this time that Ali became an expert in corporate and personal financial planning. Returning to Australia in 2011, Ali has continued on with his passion as a Financial Planner. Ali specializes in providing solutions by understanding what is important to the client and catering to their individual needs.

Ali’s expertise is in working with other professional advisers and consultants such as accountants, Estate planning lawyers, Family lawyers and the like to help you achieve your desires & goals.