Rodney Geilman
Financial Adviser
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About
Rodney Geilman is an ASIC-registered financial adviser dedicated to helping clients in Balwyn, VIC, and beyond achieve their financial goals. With a Bachelor of Business from Monash University (1991), an Advanced Strategies for Self Managed Superannuation certification from ThreeSixty (2005), and a Diploma of Financial Planning from Kaplan Professional (2019), Rodney possesses a wealth of knowledge and experience to guide you through the complexities of financial planning. As a member of the Financial Advice Association of Australia (FAAA), Rodney adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're seeking guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, or Government Debt Securities, Rodney can provide tailored solutions to meet your specific needs. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Rodney Geilman today for a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
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Client Types
Services
Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Rodney Geilman provide?
Rodney Geilman specializes in superannuation advice, retirement planning, wealth management, and insurance solutions. He can provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Rodney Geilman have?
Rodney Geilman holds a Bachelor of Business from Monash University, an Advanced Strategies for Self Managed Superannuation certification from ThreeSixty, and a Diploma of Financial Planning from Kaplan Professional. He is also a member of the Financial Advice Association of Australia (FAAA).
What is Rodney Geilman's approach to financial planning?
Rodney takes a personalized approach to financial planning, working closely with each client to understand their unique circumstances and goals. He develops tailored strategies to help them achieve financial security and success.
How can Rodney Geilman help me with my retirement planning?
Rodney can assist you with all aspects of retirement planning, including superannuation optimization, investment strategies, and income projections. He will help you create a plan that ensures a comfortable and secure retirement.
What should I expect during my first meeting with Rodney?
During your initial consultation with Rodney, you can expect to discuss your financial goals, current situation, and risk tolerance. He will explain his services in detail and answer any questions you may have. This meeting is an opportunity to determine if Rodney is the right financial adviser for you.
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