Get in touch with us

Angelo Rosas-Ortiz
Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

    What areas of financial planning are you looking for advice on?
Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

Angelo Rosas-Ortiz

Client Experience Consultant Financial Advice Support

Angelo is a Client Experience Consultant at Yield. He holds a Bachelor of Applied Music Business from Box Hill Institute and is currently studying for a Diploma of Financial Planning at Swinburne University of Technology.

Angelo has always worked in client-focused roles and businesses, whether as an Event Manager or as a Sales Coordinator in the IT sector. The most important questions were always, ‘What solution can I provide to the client’s problem?’ and ‘How can I make the implementation of that solution as seamless as possible?’ Angelo is thrilled to have the opportunity to support the amazing work that Yield also values.

What attracted Angelo to Yield initially were the customer centric values we hold, as well as fostering an inclusive and supportive team environment. Angelo is thrilled to have the opportunity to support the amazing work that Yield does for its clients every day and making a real difference. (As well as outscoring Frank Musker from our team on any and all music trivia questions)

Outside of work Angelo spends most of my time with his wife Alisha and with their families, playing music and supporting his beloved Arsenal FC.

Angelo Rosas-Ortiz, Client Experience Consultant at Yield Financial Planning
Angelo Rosas-Ortiz, Client Experience Consultant at Yield Financial Planning
decoration leaves 1
decoration leaves 1
decoration leaves 1
decoration leaves 2
decoration leaves 2

Get In Touch

Interested to discuss something?
Have a question or comment?
Submit your details and we’ll be in touch.

Free Consultation
Yields, 'The Good Fortune Guide Ebook' available for free download.

Free Consultation

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.