Louise Rottier
B App Sci, Dip FP, Grad Dip FP

Senior Financial Adviser

Louise Rottier joined Millennium Wealth in 2022, having previously worked at Shaw and Partners, BT Financial Group and Westpac Banking Corporation. Having worked with high net worth clients and their family offices, Louise's approach is to replicate that family office structure to make similar services available to high net worth individuals, their families and, if applicable, their businesses, to provide a strategic overlay and comprehensive plan for clients to reach their financial and lifestyle goals. In collaboration with clients’ key family advisers, accountants, lawyers and Private Bankers, Louise co-ordinates and manages the specialist expertise to achieve the best result for clients by strategically working towards individual, family and business goals. Some clients describe her role as the CFO of the family group. Louise's depth of knowledge and experience across both banking and financial planning enables her to provide a unique and holistic approach to the often complex financial needs of successful Australians.

Louise’s careful but proactive approach means she can manage clients’ investments and recommend effective wealth creation opportunities for the long term. Louise prides herself on her ability to form close and long-lasting partnerships with clients, to whom she offers the complete spectrum of investment strategies tailored to build and preserve wealth.

Out of the office you will find Louise spending time with friends and family - her husband, Mark, teenage children, Pip and Archer, and trying to convince them to plan holidays around running events whenever they can.

0428 465 174

louise@millenniumwealth.com.au

 

 

Authorised Representative Number 1008436

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TESTIMONIALS

“Matthew is by far the best Advisor we have had. He shows amazing patience and knowledge.” 

TESTIMONIAL

“Matthew is by far the best Advisor we have had. He shows amazing patience and knowledge.” 

TESTIMONIALS

“Matthew is truly a professional financial planning adviser. He takes care of his customer interest seriously. I have confidence in him without hesitation.”