Rolando Chou

Everprime Financial Planning

Gold
12 Yrs Experience
Wantirna South, VIC 3152
I am passionate about providing comprehensive financial advice to my clients to ensure they achieve their financial goals and objectives. If you are interested in an appointment to discuss your financial situation please feel free to contact me on 0401 153 068, alternatively email me at rolando.chou@everprimefp.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business (Economics and Finance)
  • Language spoken
    • English

Everprime Financial Planning

Level 2, Suite 1, 420 Burwood Highway
Wantirna South, VIC 3152

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"Rolando has given me great advice on superannuation options. He always explains things in a clear way and I feel very confident after each meeting that I made the right decision."

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

"Rolando has been very helpful in sorting out our finances as we came up to retirement with management of our super and property portfolio. He is very supportive and on the ball, when we have any queries. He is also easily accessible which I find very important. I feel confident in having Rolando as our financial adviser and would definitely recommend him."

  • Superannuation
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rolando has helped us sort out our personal protection plan and make sure we are covered for the things that matter. He was very professional and easy to work with, would highly recommend having a chat with him."

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

"I enjoy working with Rolando and knowing that he is interested in investing for my personal needs and interests, and I appreciate that he always follows through. I am comfortable recommending him to friends."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rolando is adept at combining a personlised service in a highly professional manner. He is extremely patient with my often changing goals and is truly independent. Rolando has been accessible and always takes the time to provide the details necessary for me to make informed decisions."

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

"Extremely satisfied with Rolando's services, very professional and goes out of his way to provide great value, highly recommend working with him."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have always found Rolando to be very helpful and we are very happy with the advice he provided. He has always been happy to take our call and answer and queries we may have"

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

"Rolando helped my partner and myself with regards to insurance. We had thought we were adequately insured by way of Life Insurance and total and permanant disability however upon further in depth analysis we realised we were actually under insured. Rolando was able to fix this for us in a cost effective and efficient manner. Thanks again!"

  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

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

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2009

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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