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 4.80
  • 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