About Me

From a background in HR Management and Accounting, Rod established a career in the financial planning industry and has now been developing and leading the delivery of comprehensive wealth management services to private clients for over 25 years. Broad and relevant life experience is important in understanding and assisting clients to successfully manage their wealth. Working for organisations that have allowed him to partner individuals, executives and business owners, Rod has also played the role of financially managing a successful family business since 2003. Previously employed in advisory roles for Deloitte, Stockford and as a Principal of WHK Melbourne, Rod has spent over two decades developing the necessary skills to partner the co-professions (accounting, legal, specialist tax, banking) required to deliver comprehensive financial advice solutions for the betterment of clients. Together with Tim Townsend, Rod established a Private Practice in 2013 and now combines his expertise in Strategic Financial Advice and Structuring, Investment and Portfolio Management, Retirement and Cash Flow Planning, Superannuation (including Self Managed Super Funds) and Estate Planning to efficiently protect, organise and create wealth for private clients. Rod has a Bachelor of Business (Business Management) and a Bachelor of Arts (Psychology) from Monash University. He is a Certified Financial Planner and a member of the Financial Planning Association of Australia (FPA). In 2012, Rod completed additional professional studies to become an Accredited Estate Planning Strategist (AEPS) and continues engage clients in this specialist area to ensure what is hard earned is efficiently transferred.