Senior Paraplanner/ Associate Adviser

Rodica Simos

Authorised Representative Number 1235450

I am a Sub Authorised Representative and employee of Insureinvest Pty Ltd trading as DMA Financial Strategists which is a Corporate Authorised Representative (No. 297496) of Professional Investment Services Pty Ltd (Professional Investment Services).

I have worked in the financial services industry since 2009 and became an adviser of Professional Investment Services on 4 June 2018. I am also a Financial Planner Member of the FPA.

I hold the following qualifications:

  • Master of Commerce (Applied Finance)
    • Specialist Diploma (Mathematician)
  • Self Managed Superannuation Funds
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DMA Financial Strategists

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The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.

InsureInvest Pty Ltd trading as DMA Financial Strategists is a Corporate Authorised Representative No. 297496 of Professional Investment Services Pty Ltd. ABN 11 074 608 558, AFSL (No 234951)

P: 1300 557 598

E: profinvest@cpal.com.au