Roland Knight

Infocus Securities Australia Pty Ltd

Platinum
41 Yrs Experience
Caboolture South, QLD 4510
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 35 years. Infocus is only owned by the management and business owners meaning no institution tells us where our clients money are to be 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: caboolture@infocus.com.au or even just google financial advice caboolture and check out my Youtube video introduction to me. Hope you like it! Cheers.

Expertise

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

my fees are fixed dollar amounts and no fee is charged without your pre- approval.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 20
  • First year providing advice 1981
  • Years of experience 41
  • Highest qualification
    • Associate Member of Financial Planning Association of Australia (FPA)
  • Language spoken
    • English

Infocus Securities Australia Pty Ltd

Unit 12, 30-36 Dickson Rd
Caboolture South, QLD 4510

Opening hours

  • 9:00am – 3:00pm Friday
  • 9:00am – 4:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.75
20 Reviews
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
4.90
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 20

Sort by

4.00

"We feel very confident with the advice Roland gives us regarding our super or retirement options."

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

"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."

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

"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."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"No thank you"

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

"From the moment we walked in Roland was very pleasant and easy to talk to. He explained everything in a clear and understandable way so that we felt confident to follow through with his advice. We feel that we can contact him at any time with any concerns or questions."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roland Knight profile photo

Roland Knight responded on August 2019

""Thanks Mal & Leonie, for your comments they are very welcome and I do appreciate your feedback. I look forward to being your Adviser for a very long time Cheers Roland"

5.00

"We have felt very confident with all the advice we have received from Roland and he has helped us plan for the future. He is always approachable and gives his full attention to us."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Would recommed Roland to others."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roland Knight profile photo

Roland Knight responded on March 2019

"Hi Jacqui, Thanks heaps for doing the rating score, much appreciated. It also means that I still need to improve and that is always in my thinking. Cheers Roland"

5.00

"Roland and staff are friendly and willing to help. I appreciate the updates that I was given during the implementation process."

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

"We have been clients of Roland for 10 years and have been very happy with his advice and assistance. He has responded quickly to any queries, and provided the best solution for our needs. I am happy to recommend his office to family/friends"

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roland Knight profile photo

Roland Knight responded on July 2017

"Thanks Geraldine, really do appreciate your comments and being a loyal client , for at least another 10 years ! Cheers Roland"

5.00

"Roland is a very experienced financial planner who gives unbiased advice and has been around a long time. I would have no hesitation in referring Roland to any of my friends or family as I know they would be looked after by a true professional. Roland and I refer each other work as I am a finance broker and I always know my clients are being taken care of."

  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Roland Knight profile photo

Roland Knight responded on July 2017

"Thanks Brenton for your thoughts and your recommendation, I do appreciate the work you do for our clients also. Cheers Roland."

Showing reviews 1—10 of 20

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
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Associate Member of Financial Planning Association of Australia (FPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Advanced Diploma of Financial Services

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

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education (prev RG146 Training Australia)
Completed
2012

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2013

Margin Lending and Geared Investments

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

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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