Justin Rourke has been promoted to the position of Senior Financial Planning Manager within Armstrong Watson’s Financial Planning and Wealth Management team.
Justin is based at the firm’s Penrith office and has over 16 years of financial planning and wealth management experience, joining Armstrong Watson in 2013 from a large national bank.
During his time with Armstrong Watson, Justin has provided independent advice across the full spectrum of financial planning services including retirement, investment and protection, for individuals, businesses and trusts. He is also a Pension Transfer Specialist and works very closely with the Tax Team to offer combined wealth management and tax planning for high net worth individuals.
Justin’s new role will see him provide management and coaching responsibilities for the Penrith financial planning team, and continue to work closely with the Legal Sector Team with whom he offers a bespoke specialist service for the ever changing needs of those working within the profession.
Commenting on Justin’s promotion, David Squire, Partner and Joint Managing Director of Armstrong Watson Financial Planning and Wealth Management said,
“Justin is a driving force within both the Penrith office and the Financial Planning and Wealth Management team. This well deserved promotion is in recognition of Justin’s efforts and successes and, in particular, the proactive approach he takes to ensure we continue to provide our clients with the best independent support and advice.”
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