Paul Rogers

Your Financial Planner

Silver
10 Yrs Experience
Chadstone, VIC 3148

Expertise

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 2
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Your Financial Planner

Suite136, Level 2, 1341 Dandenong Rd
Chadstone, VIC 3148

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.90
2 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Paul offers great advice and makes it easy to understand. His advice is always greatly appreciated."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Paul Rogers profile photo

Paul Rogers responded on November 2014

"Thank you for your feedback Sonya. I look forward to assisting you further in future."

Showing reviews 1—2 of 2

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Integrity Education Group
Completed
2013

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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