Renee is a Director and Principal Adviser at BIS Cosgrove. She heads up BISSuper (BIS Cosgrove’s SMSF division) and Balanced Investment Strategies (BIS Cosgrove’s financial planning arm) and has been with BIS Cosgrove since 2000.
Starting out in small business at the age of 22, her career in Accounting and Financial Planning began in 2000. She gained an Advanced Diploma of Financial Planning (Financial Services) and an SMSFA Specialist Advisor accreditation, which coupled with her business management experience, has provided her with a broad and practical knowledge base.
She has specific interests in Self Managed Super Funds, Estates and providing clients with financial guidance upon divorce/property settlement. She excels at providing practical, “hands on” solutions to our clients financial complexities.