Director | Principal Adviser
Renee is our 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).
Starting out in small business at the age of 22, Renee’s career in Accounting and Financial Planning began with BIS Cosgrove in 2000, going on to become 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 has recently completed a Graduate Diploma of Financial Planning (2023). This, coupled with her extensive business management experience, has provided her with a broad and extensive 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.
Renee’s superpowers include online shopping and whipping up a mean gin cocktail.
