Rod is a Director and National Head of the Financial Services divison. He manages investment portfolios and provides advice on superannuation matters to high net worth clients throughout Western Australia.
Evan is a Director of the Financial Services division in Melbourne. Evan joined RSM in 2002 and has significant experience advising clients on investments, risk protection, superannuation, retirement planning and aged care matters.
Katie has been with RSM since 2005 and was appointed Partner in 2015.
She specialises in superannuation and has significant experience in all areas of SMSFs, including administration and compliance, asset acquisition, tax-saving strategies, structural assistance, and estate planning.