Roger Wheelahan
Financial Adviser
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About
Roger Wheelahan is an ASIC-registered financial adviser dedicated to helping individuals and families in Glenorie, NSW, and across Australia achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from the Securities Institute (2004) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan (2012), Roger possesses a strong foundation of knowledge and expertise. As a member of the Financial Advice Association of Australia (FAAA), Roger adheres to the highest ethical and professional standards, ensuring his clients receive trustworthy and reliable advice. Roger is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Roger is committed to providing tailored solutions to meet the unique needs of each client. His approach focuses on building long-term relationships based on trust, transparency, and a deep understanding of his client's aspirations. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Roger today for a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What financial planning services does Roger Wheelahan offer?
Roger Wheelahan provides a range of services including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. He tailors his advice to meet your individual needs and financial goals.
What qualifications does Roger Wheelahan hold?
Roger Wheelahan holds a Diploma of Financial Services (Financial Planning) from the Securities Institute (2004) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan (2012). He is also a member of the Financial Advice Association of Australia (FAAA).
How does the financial planning process work with Roger?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Roger then develops a personalised financial plan, implements the plan, and provides ongoing reviews to ensure it continues to meet your needs.
What should I expect during my first meeting with Roger Wheelahan?
During your first meeting, you can expect to discuss your current financial situation, your future financial goals, and any concerns you may have. This is an opportunity for Roger to understand your needs and for you to determine if he is the right financial adviser for you.
What types of insurance advice can Roger provide?
Roger can provide advice on both Investment Life Insurance and Life Risk Insurance, helping you protect yourself and your family from unforeseen events. He will assess your needs and recommend appropriate coverage options.
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