Secure Client Login
Direct Portfolio Service Login
Portfolio access is a client-only, secure area of the website for Rochdale clients to track their investment portfolio.
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CLIENT RESOURCES |
Click the links below to view our handy online tools and resources.
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| Calculators | Key Dates |
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| Tax Facts | Trust |
Key Staff
Directors
Troy Furness CPA - Director and CEO - Business Advisor and Superannuation
Cheryl Bourne CPA - Director - Business Services and Accredited MYOB Consultant
Kate Cameron CPA - Director - Business Services and Audit
Sam Green CFP - Director - Financial Planning and Superannuation
Nick Rose AFPA, SSA - Director - Financial Planning and Superannuation
Client Managers
David Shume DFP, SSA - Senior Financial Advisor - Financial Planning and Superannuation
Jeff Skinner CA - Senior Client Manager - Business Services
Cassy Johnson CA - Client Manager - Business Services
Consultants
Michael Flanagan PNA FTIA - Consultant - Business Services and Financial Planning
