Rodney Rose
Financial Adviser
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About
Rodney Rose is an ASIC-registered financial adviser based in Bondi Junction, NSW, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Accounting) from Chisholm Institute of Technology and an Advanced Diploma in Financial Services (Financial Planning) from Kaplan Professional, Rodney brings a wealth of knowledge and experience to every client relationship. As a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association, Rodney adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, ensuring his clients receive well-rounded support. Rodney can assist you with: • Superannuation advice • Insurance solutions • Retirement planning • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to protect your family's future, or looking to grow your wealth, Rodney can provide the expert guidance you need. Contact Rodney today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Rodney Rose offer?
Rodney Rose specialises in superannuation advice, insurance, and retirement planning. He can also provide guidance on investment life insurance, life risk insurance, retirement savings accounts, and government debt securities.
What are Rodney Rose's qualifications and professional memberships?
Rodney holds a Bachelor of Business (Accounting) and an Advanced Diploma in Financial Services (Financial Planning). He is a member of CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
How does Rodney Rose approach financial planning?
Rodney provides tailored advice based on each client's unique circumstances and financial goals. He takes a comprehensive approach, considering all aspects of your financial situation to develop a personalized plan.
What should I expect during my first consultation with Rodney Rose?
During your initial consultation, Rodney will discuss your current financial situation, your goals, and your risk tolerance. This will help him understand your needs and develop a suitable financial plan for you.
Can Rodney Rose help me with my superannuation?
Yes, Rodney is an expert in superannuation advice and can help you optimize your superannuation strategy for retirement.
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