Our Team

Stefan Rose

DipFS (FP), B.Bus

Senior Financial Adviser

Stefan has been a financial adviser for over 10 years now, running his own business first, and then joining the Insight group in 2019 as a senior adviser and owner.

Stefan holds a bachelor’s degree in business from Monash University.

Outside of his career and business, Stefan enjoys making homemade pizza, playing golf, and spending time with his partner, friends and family.

Favourite Pastime: Golf and keeping active.

Favourite TV Shows: Anything Marvel on Netflix

Favourite Movies: Lone Survivor, 13 Hours, Black Hawk Down

Favourite Music: Most music on the radio

Best Vacation: Japan

Dream Vacation: To spend a year living in Japan in the mountains

Stella McPhee

AdvDipFP, B.Bus (Acc), B.Com (PR)

Research and Technical Strategist

Stella has recently joined the Insight team and has 17 years’ prior experience in Financial Planning. Stella has a strong savings philosophy and goes by the moto “a penny saved is a penny earned”.

Stella’s strengths are listening, brainstorming and developing close working client relationships.

Stella holds an Advanced Diploma of Financial Planning, Bachelor of Commerce (Public Relations) and Bachelor of Business (Accounting).

Favourite Pastime: Snorkelling, walking, going to Phillip Island

Favourite TV Shows: Odd squad, old Dr Who

Favourite Movies: Ever After, Anastasia, Thor

Favourite Music: Classical

Best Vacation: Kerala, Scotland, Club Med Malaysia

Dream Vacation: Turtle Island Fiji