Rodney Paul
Financial Adviser
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About
Rodney Paul is an ASIC-registered financial adviser dedicated to helping clients in Glenroy, NSW, and beyond achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from Mentor Education (2008) and further studies in Taxation and Estate Planning through Kaplan (2013), plus upcoming qualifications in Commercial Law and Tax for Financial Advising from Kaplan Higher Education Pty Limited (2025), Rodney brings a wealth of knowledge and a commitment to ongoing professional development to every client interaction. Authorised to provide advice on a comprehensive range of financial products, Rodney specialises in superannuation, insurance, and wealth management strategies tailored to your unique circumstances. He is passionate about guiding individuals and families towards a secure financial future through informed decision-making and personalised solutions. Rodney's expertise extends to retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring that all aspects of your financial well-being are carefully considered. • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Strategies Whether you're planning for retirement, seeking to grow your wealth, or looking for the right insurance coverage, Rodney is here to help. Contact Rodney today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What services does Rodney Paul offer?
Rodney Paul provides a range of financial advisory services including superannuation advice, insurance solutions, wealth management, retirement planning, and investment strategies. He can help you with everything from setting up your super to creating a comprehensive financial plan.
What qualifications does Rodney Paul have?
Rodney holds a Diploma of Financial Services (Financial Planning) from Mentor Education (2008), has completed studies in Taxation and Estate Planning through Kaplan (2013), and is currently undertaking further qualifications in Commercial Law and Tax for Financial Advising from Kaplan Higher Education Pty Limited.
How does Rodney Paul approach financial planning?
Rodney takes a personalised approach to financial planning, taking the time to understand your individual circumstances, goals, and risk tolerance. He will work with you to develop a tailored financial plan that meets your specific needs.
What can I expect during my first meeting with Rodney?
During your first meeting, Rodney will discuss your financial situation, goals, and objectives. He will also explain his services and how he can help you achieve your financial goals. This initial consultation is an opportunity for you to get to know Rodney and determine if he is the right financial adviser for you.
Can Rodney Paul help with my retirement planning?
Yes, Rodney specialises in retirement planning and can help you develop a strategy to ensure a comfortable and secure retirement. He can provide advice on superannuation, investments, and other retirement income sources.
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