Rod Gardner

5 Financial

Gold
24 Yrs Experience
Rhodes, NSW 2138
With a wealth of experience gained over the past 20+ years, I have a genuine belief in the value of financial advice and how it can transform my clients outcome.  I am passionate to bring my knowledge, skills and insights to making a positive difference in your life. Taking the time to understand your individual circumstances, we work together to develop strategies for a pathway to a secure financial future.   I enjoy working with a range of clients including passionate professionals, small business owners, those wishing to plan for their retirement, those about to enter into retirement and also managing your assets throughout retirement, as well as clients transitioning to assisted living arrangements in residential aged care. I am a qualified CFP® (Certified Financial Planner), having achieved a Graduate Diploma in Financial Planning as well as a Bachelor of Business with Distinction (Major in Finance and Economics).  I also hold membership with the Financial Planning Association and Tax Practitioners Board (Tax Adviser). Specialties include: * Superannuation and Retirement strategies (includes SMSF) * Retirement income and investment strategies * Aged care strategies * Wealth Accumulation strategies * Cashflow management * Debt reduction strategies * Wealth Protection strategies   Let’s have a chat to secure your financial future. Rod Gardner 0435 822 345 Rod@5Financial.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 7
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

5 Financial

Suite 206 Level 2, 3 Rider Blvd
Rhodes, NSW 2138

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

5 Financial

AFSL 314889

4.70
7 Reviews
5
4
3
2
1
4.45
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.55
Likely to recommend
Showing reviews 1—7 of 7

Sort by

3.75

"Have been with Rod as our adviser since we retired over 20 years he has always explained things in a very understanding way & patience ‘ Yes both my husband & I are happy with his services -"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Have known Rod for many years and found that he has always been able to answer my queries by email or meetings . His advice has been always to benefit my financial situation and has pointed out situations to look out for . He has provided the necessary assistance whenever I have required it. I can only provide positive comments in all my dealings with Rod and Look forward to the further ongoing relationship in the future ."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rod Gardner profile photo

Rod Gardner responded on August 2020

"Hi Vanni, Many thanks for your comments, they are much appreciated."

5.00

"We were with Rod for a number of years through our bank and when he moved we didn’t hesitate to follow as he had always provided good and timely advice which met our needs."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rod has always given me excellent advice and guidance relating to my current financial situation in Retirement. Rod's explanations are always very precise and easy for me to understand. Rod is always available to answer any questions for me without any hesitation. I would certainly recommend Rod's Financial advice to my friends and family."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rod Gardner profile photo

Rod Gardner responded on August 2020

"Thanks Coleen for your kind comments. I am so glad that you say the advice is easy to understand. I always take the time to make the explanations as simple as possible for all my clients."

5.00

"We have been impressed with the assistance and advice that Rod has provided us with over the last few years since we both retired. His advice has been clear and when we decided that we wanted to pursue more sustainable investment/superannuation options he researched the best avenues for us which have shown to be a great choice for us. We are confident in his advice and have always found him to be professional and knowledgeable. We have no hesitation in recommending his services."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rod Gardner profile photo

Rod Gardner responded on August 2020

"Thanks Tricia & Ian for your kind comments. Much appreciated."

5.00

""Rod has given us advice in products, super funds and managing super portfolio and investments. Rod is always able to explain things to us in a clear way. Through Rod's knowledge and experience, I feel very confident that the advice given was right for our needs. I usually received Rod's full care and attention when I needed it.""

  • Superannuation
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rod Gardner profile photo

Rod Gardner responded on July 2020

"Thanks Silvana for your kind comments. It is my pleasure to be able to guide you and John plan for your upcoming retirement and the years ahead."

5.00

"We have been clients of Rod Gardner since 2001, in that time he has managed our finances and given his expert advice in many areas enabling us to maintain the lifestyle that we wanted in our retirement, he has advised us regarding our Allocated Pension investments, our Share portfolio and our Estate management (Wills and Power of Attorney). Rod is both professional and extremely ethical , he has always been available to answer any questions/explanations we had. Over the last 20 years we have developed absolute confidence in his advice and have no hesitation in recommending him most highly. Alan and Ellen Paton"

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rod Gardner profile photo

Rod Gardner responded on July 2020

"Thanks Alan and Ellen for your very kind comments. Its certainly been my pleasure to help and guide you through your retirement years, including the regular updates on how the grand-kids are growing."

Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Taxation Financial Adviser

Level
0 - Training / Exam / Other
Institution
Tax Practitioners Board
Completed
2017

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2000

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
1996

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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