Rodney Johnstone

FPW FINANCIAL ADVICE PTY LTD

Gold
23 Yrs Experience
West Footscray, VIC 3012
Hi, I aim to make the financial advice process as straight forward as possible.  My task is to help clients make the most of their money while seeking to add clarity and certainty around their goals and objectives, and the choices for moving forward.  At FPW Financial Advice we assist many people with growth in superannuation using Retail funds or a Self Managed Super Fund, we develop a strategy for optimising resources and lowering your tax impost.  Advice can commence from any age and is sustained all through life, including retirement and the transfer of assets from one generation to the next.  I would be happy to chat about your needs.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

I like to provide a flexible fee structure so that we can tailor the costs to suit each client. Therefore I can charge any combination of hourly rate fees and/or asset based fees for advice to meet clients needs.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 12
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

FPW FINANCIAL ADVICE PTY LTD

36 Khartoum St
West Footscray, VIC 3012

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

4.85
12 Reviews
5
4
3
2
1
4.75
Clear communication
4.90
Knowledge & expertise
4.85
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"Rodney has an abundant knowledge across numerous aspects of money management, and his manner is friendly and patient, yet also professional. I am thrilled to have such a wise and experienced personal financial adviser, and would highly recommend him."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rodney has provided advice on superannuation, retirement, social security entitlements and investments taking into consideration my thoughts and needs. Rodney answers my questions in a way that is easy for me to understand. Through Rodney's knowledge and experience, I feel very confident that the advice given is right for my needs. I always receive Rodney's full care and attention when I need it. I would recommend Rodney to anybody seeking a knowledgeable and experienced financial planner."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Rodney takes you on a journey for your saving and investment that is worthwhile. I am also confident in his advise and constant updates of investment"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Rodney understands my finances well because he works at knowing the sort of person I am. It is not beneath him to do small, simple tasks to help me."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rodney has provided much needed assistance in trying to recover bad investments done from a previous bad financial adviser"

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rodney is extremely professional and always listens to our needs. Great expert advice every time!"

  • Insurance Protection
  • Small Business Advice
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rodney has been a constant source of good advice as I started and then consolidated my own business over the last 6 years. It gives me great confidence knowing that he is looking out for me. Thank you Rodney!"

  • Managing Debt
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great at helping out at anytime"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"He is always available."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Rod has been a great asset to me assisting me through debt management to investment and now retirement planning. He has always been diligent in taking into account my personal circumstances and applying his expertise to maximise the outcome"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Fund (SMSF) Adviser Accreditation

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2004

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
1996

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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