Roger Wheelahan

Smart Start Financial Services

Gold
21 Yrs Experience
Arcadia, NSW 2159

Recent reviews

Smart Start Financial Services

26A Bay Road
Arcadia, NSW 2159

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 13
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualifications
    • Diploma of Financial Planning (DFP 1-4)
    • Advanced Diploma of Financial Services (Financial Planning)
    • Diploma of Financial Planning (DFP 1-8)
  • Language spoken
    • English

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Chaucer Group Pty Ltd

AFSL 480318

4.80
13 Reviews
5
4
3
2
1
4.80
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.75

"Roger has given us advice in many areas, giving clear explanations and answering any queries we have, also responding quickly to any calls or correspondence. We are confident in all of the advise he has given us. We would recommend Roger’s services to anyone who needs a financial adviser."

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Roger has created some huge long term wins for me around my pension fund, he has also helped me put some strong strategies in place with my investments and saved me a substantial amount of money on fund and investment fees and charges too! I feel very fortunate having Roger as my financial adviser because he brings so much more to the table than just financial advice, he feels like a business partner, a confidant and a friend that wants the best for me. I highly recommend Roger for all your wealth creation needs!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roger Wheelahan profile photo

Roger Wheelahan responded on November 2020

"Wow..! Thank you for the kind words David. Much appreciated. Regards Roger"

5.00

"Mainly over the past three years, Roger has given me helpful advice regarding matters of retirement and pension accounts of which I have been most appreciative. Roger's expertise has always been clearly and confidently stated in his easy to understand explanations and he has always been available to give attention to my needs."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roger Wheelahan profile photo

Roger Wheelahan responded on August 2020

"Hi James, thank you very much for those kind words of support, I really appreciate it Regards Roger"

4.75

"Rodger has given me advise in areas including Superannuation, Taxation advise and insurances that I required to help me protect my future. Rodger has always been happy to help explain things to me, when I was not sure of the information I received . Rodger has been in close contact throughout the Covid pandemic to make sure that all my needs are taken care of and to check that my family and I are all doing well."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roger Wheelahan profile photo

Roger Wheelahan responded on August 2020

"Hi Michael, thank you for you kind words, much appreciated. Regards Roger"

4.75

"Having just retired, Roger advised and set up both my Husband's and my superfund for retirement to suit our retirement lifestyle. Roger advised in all areas that were required, setting up all necessary paperwork and all explanations of legal documents were given before any signatures were required. Through Roger's knowledge and experience, we felt very confident that the advice given was right for our needs."

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

"Roger is always prompt with answers anytime i message him.I feel very confident with him.We are a older couple so a lot of the paperwork is a bit overwhelming this us where Roger us excellent."

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

"Roger has been transparent, clear & consice when providing us advice in setting up our financial future. He has put strategies in place to give us piece of mind that we will retire comfortably and has restructured our banking to assist in paying off our homeloan quicker. He has worked closely with a solicitor to also ensure our estate planning has been finalised & insurance companies to ensure that we have financial protection in place in the event that this may be needed"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"No matter the question Roger is always ready to answer and makes sure before you finish the conversation you have a complete understanding of how and what he is doing which has been very helpful for me. I (we) have every confidence our future is in the right hands"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Through Rogers knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Rogers full care and attention when i needed it."

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

"Roger has given me great advice in sorting out my superannuation and maximising our aged pensions. He was very patient with his explanations of what to me seemed complicated problems. I always received the full attention of Roger and his staff whenever I needed it. I am very confident that Roger’s advice was right for my needs."

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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