Stefan Rose
DipFS (FP), B.Bus
Senior Financial Adviser
Email: [email protected]
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
Email: [email protected]
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