Financial Planner

Ali Roshan Adviser Profile

 

Ali Roshan

Senior Financial Planner

 

“There are parts of our lives that are out of our control.  So, I try to focus on the things that I can control.  If I had a motto it would be, “Do the right thing, then everything else should fall into place.”  I follow that in both my personal and business life.  What I can control is how I interact with my family, my clients’ and the people I work with.  It’s important for me to ensure that those who put their trust in me have a positive experience.” 

 

About

 

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 about 8 years ago, Ali has since been employed as a Financial Planner. Ali specialises 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.

 

Ali Roshan is an Authorised Representative (ASIC No. 000378611) of Lifespan Financial Planning 
ABN 23 005 921 735 AFSL Number 229892  *Ali is registered with the Tax Practitioners Board

 

 

 

The Financial Planning Process

 

 

1. Free Initial Meeting

 

The intention of our initial meeting is to better understand your goals and desires while at the same time getting to know each other. We’d like to listen to your individual concerns and identify areas where we can assist.  From there we can determine whether financial planning is something that can add value for you. If we can’t enhance what you are currently doing, we can still provide you with an objective second opinion.

2. Creating & Implementing a Plan

 

Once there is a clear view of how we can improve upon your financial position we can prepare and present the advice to you.  This will be done through a Statement of Advice encompassing all the agreed upon and understood discussions. Then we can implement your plan to get you closer to your goals. 

3. Ongoing Planning & Monitoring

 

Life can be full of changes and many of these changes can be unexpected. Whether it is retirement, birth of a child, or a change in legislation we want to ensure that we’re there for you. Therefore, we continuously monitor and review your financial plan.  As your overall goals may not necessarily change we have the ability to model out different scenarios to keep you on track.  From there, we can help you determine the best course of action.  This way you can have peace of mind while focusing on what is most important to you.

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