About Me

Roger has extensive experience in the financial services sector, having commenced in Banking in 1978, progressing to Private Wealth Advisory and Management specialisation. He was instrumental in assisting one of the major banks establish a financial advisory presence in Canberra, before becoming a partner in a high end Private Wealth Advisory firm in 1990. Roger was an early advocate and pioneer of a fee for service and independent business model approach, that removed bias, and ensured advisers were fully aligned with their client’s interests and objectives. He built a large and very successful Canberra based practice, that served clients domestically and internationally, in both the private and public sectors, serving executives, business owners, retirees and wealthy families, Corporations and Charitable Foundations. As well as being a business owner, he has served as a director, responsible manager and member of investment committees. Roger has returned to the private boutique, highly customised and personal approach model, where his passion lies, and where adviser to client ratio is low. He oversees the Private Wealth Service offering for The Wealth Connection, and is based in Canberra. Roger is also Chairman of the group, assisting the directors and his partners continue to develop a highly respected, well connected, proactive, client and family focused business. Roger’s interests are with family, cycling, walking and keeping fit, wine and travel, along with his wife and long term partner Maria.