About Me

Rodney has been a financial adviser for over 35 years. He is a Certified Practising Accountant (CPA) with a Bachelors Degree in Economics. He was designated a Financial Planning Specialist in 2003. He is a also Certified Financial Planner (CFP) and has a Diploma in Financial Planning. Rod is a Justice of the Peace and is a Registered Tax Agent. He has extensive industry experience and set up his own financial planning practice in 2006 after 14 years as a senior financial planner with one of Australia's largest banks.

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 37 Years
  • Licensed By
    Licensed By Fiducian Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®