Rosemary Ann Hassan
GradDipBusStud (Personal Financial Planning), NZIM Diploma in Management (Advanced) (NZIMDipAdv)
Authorised Financial Adviser FSP10921
Rosemary has been providing comprehensive financial advice in New Zealand since 1993.
Her experience, knowledge and skill as a financial adviser, together with her superb listening and interpersonal skills, compassion; and genuine focus on the needs of clients, fit her ideally for this work.
At Hassan & Associates Rosemary advises higher net worth and higher earning clients, using the comprehensive financial planning process with a focus on investment strategy, portfolio construction and retirement adequacy planning. Rosemary also focuses on client relationships, our values and ongoing client care programmes, ensuring that we stay focused on what really matters to our clients and professional contacts.
Prior to setting up Hassan & Associates in 1995, Rosemary worked as an investment adviser at Spicers and Prudential. Before coming to New Zealand in 1989 she worked with Royal Dutch Shell in The Hague, and prior to that she marketed unit trusts in the UK.
Fluent in Dutch, and with some French and Spanish, Rosemary also has a keen interest in philanthropy and the arts. After volunteering as a youth mentor in Foundation for Youth Development's 'Project K' programme she was seconded to FYD for a full-time role as an acting general manager between June 2011 and September 2014. Rosemary is a past Auckland Chair for Chamber Music New Zealand, and is also involved with a range of other charitable and community initiatives.
Rosemary is a Certified Financial PlannerCM professional.