Angus Rodgers CFP®
About Me
Off the job – I’ve still got a keen passion for Aussie Rules, ocean swimming and when the opportunity arises, a social round of golf. On the job – I love what I do. I get to work with clients in face to face sessions providing tailored solutions to overcome life's major financial hurdles. Building strategies and educating clients so they are comfortable and in control of their financial future is what differentiates myself and our practice from others. I’m a goal setter myself and there is no better feeling helping clients tick boxes they’ve strived for many years to achieve. Our “Ontrack” program gives the clients the opportunity to come on board and ensure a life time of smart financial decisions. Regular meetings allow us to tweak financial plans so that clients can stay on track to achieving their goals.
Areas of Focus
- Wealth management
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Years of Experience 10 Years
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Licensed By Paragem Pty Limited