I am a Financial Adviser who simply loves alleviating your worries about your financial future via meaningful discussions.
I have always believed that open and clear communication is important not only in business, but in all aspects of life. I add value to my clients in ways that you may not have thought of.
I started helping clients plan for their retirement back in 1981 and still have clients with me after 38 years.
Infocus is only owned by the management and business owners meaning no institution tells us where our clients money are to be invested, which means I have no vested interest in where your funds are invested.
If you are interested in my services as a Financial Adviser please make a connection or call my office on 07 5498 3818 or email: email@example.com or even just google financial advice caboolture and check out my Youtube video introduction to me. Hope you like it! Cheers.
my fees are fixed dollar amounts and no fee is charged without your pre- approval.
We found Roland to be extremely knowledgeable in his dealings with us around superannuation and retirement pension and always felt comfortable visiting his office which we did on quite a few occasions. Roland's manner is very gentle however very professional in the way he really listened to us around lifestyle so as to make sure his advice was in line with our needs into the future. We would not hesitate to recommend Roland to anyone who is looking for someone who is very honest and knowledgeable as he has been in the business for some 42 years. Thank you Roland for your very important financial advice.
We feel very confident with the advice Roland gives us regarding our super or retirement options.
Roland genuinely cares about his clients and carefully prepares strategies to provide the best and manageable outcome. He has a broad knowledge of all aspects of Financial Planning and alway has a smile for everyone.
My husband and I found Roland to be friendly and knowledgeable in the areas we were enquiring about....superannuation/ retirement. The two lengthy appointments we had with Roland were informative and enlightening. We were given vaulable easy to understand advice /suggestions that would be of benefit to us and our future. We will have no hesitation recommending Roland to anyone seeking financial advise and we have intentions to revisit with him in the future.
No thank you
- Adviser status Gold
- Number of reviews 21
- First year providing advice 1981
- Years of experience 42
- Advanced Diploma of Financial Services
Infocus Money ManagementUnit 12B, 30-36 Dickson Rd
Caboolture South, QLD 4510
- 9:00am – 3:00pm Friday
- 9:00am – 4:00pm Monday – Thursday
- In person
- Video call
Infocus Securities Australia Pty Ltd