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).
- 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.
0435 822 345
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 -
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 .
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.
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.
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.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 1998
- Years of experience 25
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
5 FinancialSuite 206 Level 2, 3 Rider Blvd
Rhodes, NSW 2138
- 8:00am – 6:00pm Monday – Friday