Country Wealth was established in 2002 in Scone, NSW as the financial planning arm of local Chartered Accounting firm, Rose and Partners. Originally created to service clients of the accounting firm in recent years the client base has extended well beyond Scone with clients all over Australia and overseas.
In 2007, Country Wealth became wholly owned by Rose and Partners owners Paul Heaton and John Hallett and by the Country Wealth senior adviser Michael Gillett who had been employed by Country Wealth since 2005.
Michael’s previous experience was as a Chartered Accountant having worked for PriceWaterhouseCoopers in Scone and Perth in small business, tax and audit for almost 10 years and then moving into Financial Control roles in London and Sydney. Michael’s experience and qualifications makes him truly unique among Financial Advisers.