Bradley Rogers CFP®
About Me
Advice Areas- Retirement Planning- Transiton to Retirment- Direct Shares and Investment advice- Self Managed Super Funds- Personal Insurances- Superannuation- Centrelink-Aged Care Advice specialistI have been providing financial advice to clients for over 10 years. I enjoy working closely with clients to develop effective solution to ensure my clients financial goals are achieved. I have completed my Bachelor of Commerce with majors in finance, business law and taxation at Monash University, I have completed the Advanced Diploma of Financial Services and have completed the Certified Financial Planning designation provided by the Financial Planning Association. I am continually updating my qualifications and specifically look forward to providing full comprehensive advice to meet your lifestyle and financial goals
Areas of Focus
- Aged care
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
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Years of Experience 20 Years
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Licensed By Ri Advice Group Pty Ltd