Renee is a Director and Principal Adviser at BIS Cosgrove. She heads up BIS Super (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, Renee’s career in Accounting and Financial Planning began at BISCosgrove in June 2000, becoming an Authorised Representative in 2005.

Renee gained her Diploma of Financial Planning in 2007 and her Advanced Diploma of Financial Planning (Financial Services) in 2010. She has been an SMSFA Specialist Advisor since 2017 and recently completed a Graduate Diploma of Financial Planning. This, coupled with extensive business management experience, has provided her with a broad and practical knowledge base. She excels at providing practical, “hands on” solutions to our clients financial complexities.

Renee specialises in Self Managed Super Funds, Estates and providing financial guidance when dealing with divorce/property settlement.