Paul Rogers

Your Financial Planner

Gold
12 Yrs Experience
Chadstone, VIC 3148

After taking the time to get to know my clients we work together to customise an individual plan. Through an ongoing partnership we’ll work through a goal orientated approach to step by step achieve financial objectives, freedom and dreams.

I act as my clients coach with an aim to simplify life's financial complexities.

Through holistic financial planning we’ll build, protect and plan for financial freedom. The end result is choice, confidence and control of the future.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Your Financial Planner

Suite 136, Level 2, 1341 Dandenong Rd
Chadstone, VIC 3148

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Synchron Advice Pty Ltd

AFSL 243313