Rodney Lavin CFP®
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
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Years of Experience 37 Years
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Licensed By Fiducian Financial Services Pty Ltd