Bradley Rogers CFP®

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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Ri Advice Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®