MenuAnita Rodd CFP®
About Me
I have over 39 years experience in legal and financial services and am a Self-Managed Super Fund specialist.
I was included in the Dean’s Merit List of top graduates at Deakin University. I specialise in retirement, investment, superannuation, and business wealth strategies. I am currently the Treasurer of the Ballarat Chapter of the FPA and am an Accredited Aged Care Professional.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 21 Years -
Licensed By Sovereign Financial Group Pty Ltd
