07/10/2026
What does financial planning really mean to the person behind the advice?
To celebrate World Financial Planning Day, we're introducing you to RS Strategist Rosemary Lawrence and finding out what inspired her 20-year career in financial planning.
For Rosemary, the decision to enter the industry was personal.
“Seeing what a difference [financial planning] could make to my mother’s financial situation, and the peace of mind it gave her… changed my career direction,” she said.
With a Bachelor of Business and a Masters of Management (Personal Financial Planning), Rosemary has now spent two decades helping develop strategies that turn clients’ goals into practical advice. Her role involves researching and preparing strategies based on the conversations our advisors have with clients about what matters most to them.
And what does she enjoy most?
The people.
“Getting feedback from clients that what we have done as a team has helped them… is truly rewarding.”
For anyone considering seeing a financial planner, Rosemary’s advice is simple: make the call. Find an advisor you feel comfortable with, be open about your goals and dreams, and don’t be afraid to ask questions - or even have your ideas challenged.
Because, as Rosemary says, "the more you share, the more personalised your advice can be."
And for anyone considering a career in financial planning? Rosemary recommends talking to people already working in the industry and getting some practical experience while studying.
“I studied and worked in various roles in Financial Planning, and that really gave me the understanding of where each role fits in the process.”
After 20 years in the industry, Rosemary knows that financial planning is about much more than numbers.
"It’s about helping people feel informed, confident and in control of their financial future."
💬 Happy World Financial Planning Day, from all of us at Robertson Scannell.
