Nathan Rogers CFP®
About Me
With over 22 years of experience in the financial advisory sector, Nathan Rogers has established himself as a trusted and knowledgeable advisor.
Nathan specializes in a wide range of financial services, including:
• Retirement Planning: Crafting tailored strategies to ensure a comfortable and secure retirement.
• Self-Managed Super Funds (SMSF): Providing expert advice on managing and optimising SMSFs.
• Wealth Building: Developing comprehensive plans to grow and protect wealth.
• Cash Flow Management: Assisting clients in effectively managing their finances to achieve their goals.
• Taxation Planning: Offering strategies to minimize tax liabilities and maximize returns.
• Aged Care: Guiding families through the complexities of aged care planning and funding.
• Centrelink Benefits: Helping clients navigate and maximize their entitlements.
Nathan is dedicated to forming long-lasting relationships with his clients, ensuring they receive personalised and effective financial advice. His commitment to excellence and client satisfaction has made him a respected figure in the financial advisory community.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management

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Highest Level of Education Bachelor Degree
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Years of Experience 22 Years
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Licensed By Ri Advice Group Pty Ltd
