Roger Sousa

Aspiram Financial Planning

Platinum
22 Yrs Experience
Blacktown, NSW 2148
I am in the business of Helping clients reach their financial goals.  To you, our valued client, it’s about? being? in control of your day-to-day finances and having the? financial? freedom to make choices that will allow you to enjoy life, not lose sleep over money. Regardless of where you are in life, financial advice can give you the confidence to know you are on track to achieve the financial freedom that you want for yourself and your family. As a qualified Financial Planner with over 21 years of experience in the industry, I can provide practical strategies to get your finances in great shape for the future, you'd be surprised at the big impact small changes can make. My commitment to my clients is based on understanding their needs, maintaining the integrity of the advice I give and ensuring effective communication of the solutions I agree to implement. I make sure our client's financial journey is an enjoyable one and afford them the successful retirement that they deserve. Partner with Aspiram Financial Planning If aligning with a professional financial planning practice providing valueable, transparent and quality financial advice is what you are looking for, reach out today and let’s chat. www.aspiram.com.au 02 9621 6111 office@aspiram.com.au I specialize in: Retirement Planning Wealth Planning Superannuation SMSF Investments Wealth Protection Estate Planning Centrelink Aged Care

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • 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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 95
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Aspiram Financial Planning

Suite 204, Level 2, 83 Flushcombe Rd
Blacktown, NSW 2148

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.85
95 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.90
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 95

Sort by

5.00

"I am very happy and confident that Roger is helping me with all my financial matters. His guidance as placed me in a better situation."

  • Superannuation
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Roger has been of great assistance for helping me to achieve my financial goals, I was not savvy with investments and Roger has been able to assist me in this area. Roger has been explain my investment in detail where I feel comfortable and confident in his services. I am proud to say I have seen great results with my investment and feel assured I will have great results with Roger managing my investment for me. On a personal note Roger is a lovely person who is not only a professional but also a personable and approachable Financial Advisor who is always willing and able to answer any questions I may have."

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

"I have been very happy with Roger's advice and service. He is very tentative to my needs and is always accessible when ever i need assistance. Roger has put in place strategies that have assisted me in receiving additional income to meet my ongoing needs. He's team is also very helpful."

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

"We have been very happy with Roger's advice and service. The ongoing reviews and advice continues to meet our ongoing needs. The ongoing service provided is very good as well."

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

"Very happy with Roger and his team's service. He has been looking after our supers and retirement income stream as well as assistance with Centrelink matters when we required. Very happy wit our current strategies."

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

"We are very happy with Roger's service. We meet every year to discuss our situation and we are kept up to date with how things are going. Roger has looked after our retirement needs for some time. Strongly recommend Roger to anyone seeking financial planning advice."

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

"We have been very happy and impressed with the service provided by Roger and his team. Roger has helped us with our super and retirement plans. Roger sits with us at least once per year to review our situation. We have the utmost confidence that we are in good hands. We have no hesitation in recommending Roger's services."

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

"I found Roger to be very professional and knowledgeable. He has helped putting in place strategies in order to paying down my liabilities and being debt free. Roger and his team are always are available to assist me with all my queries. I have no hesitation in recommending his services."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very happy that strategies are meeting my objectives and they are making me money."

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

"Roger's advice has placed us in a good position where we enjoy additional income to utilise throughout our retirement. We are very happy with his advice and ongoing reviews."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 95

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

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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