Jacob Rossa

Financial Researcher

Jacob joined the Research Team as a Financial Researcher in March 2021. He is looking to build on his previous years’ experience working for a wealth management firm to focus on paraplanning. Jacob is a valuable new asset to the Research Team, with his background and experience in fund research and report writing as well as excellent customer service skills. Jacob is looking to work towards the industry qualifications to become a qualified Paraplanner.

Jacob Rossa

Financial Researcher

Qualification:

Jacob joined the Research Team as a Financial Researcher in March 2021. He is looking to build on his previous years’ experience working for a wealth management firm to focus on paraplanning. Jacob is a valuable new asset to the Research Team, with his background and experience in fund research and report writing as well as excellent customer service skills. Jacob is looking to work towards the industry qualifications to become a qualified Paraplanner.