Rodney Trustum
Financial Adviser
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About
Rodney Trustum is an ASIC-registered financial adviser based in Tamworth, NSW, committed to helping clients achieve their financial goals. With a Bachelor of Business (Accounting and Finance) from Southern Cross University and further qualifications including a Graduate Diploma of Applied Finance and Investment, Rodney possesses a robust understanding of financial principles. He is also a Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand (CA ANZ), demonstrating his commitment to upholding the highest ethical and professional standards. Rodney is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specializes in retirement planning and can provide tailored guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Rodney today to arrange a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice can Rodney Trustum provide?
Rodney Trustum is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Rodney Trustum have?
Rodney holds a Bachelor of Business (Accounting and Finance), a Graduate Diploma of Applied Finance and Investment, and is a Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand (CA ANZ).
What is the process of working with Rodney Trustum?
The process typically starts with an initial consultation to understand your financial goals and current situation. Rodney will then develop a tailored financial plan, implement the plan, and provide ongoing reviews to ensure it remains aligned with your needs.
How can Rodney Trustum help with retirement planning?
Rodney can help you develop a comprehensive retirement plan that considers your income needs, investment strategy, and risk tolerance. He can also provide advice on superannuation and other retirement savings options.
What should I expect during my first meeting with a financial advisor?
During your initial meeting, you can expect to discuss your financial goals, current financial situation, and risk tolerance. The advisor will explain their services and how they can help you achieve your objectives. It's a chance for you to get to know each other and determine if it's a good fit.
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