Roger Ellingworth
Financial Adviser
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About
Roger Ellingworth is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over three decades, Roger holds a Diploma of Financial Planning, is a Certified Financial Planner (CFP), and has a Master of Business. Demonstrating a commitment to ongoing professional development, Roger recently completed a Graduate Diploma of Financial Planning in 2023 and is also an Accredited Aged Care Professional. He is a proud member of the Financial Advice Association of Australia (FAAA). Roger is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. His extensive knowledge and experience allow him to create personalised strategies that address each client's unique circumstances. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Aged care financial advice Roger's client-focused approach ensures that you receive clear, understandable advice to make informed decisions about your financial future. Contact Roger today to schedule a consultation and take the first step towards securing your financial well-being.
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Frequently Asked Questions
What types of financial advice does Roger Ellingworth offer?
Roger Ellingworth provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts. He can help you create a comprehensive financial plan tailored to your needs.
What qualifications does Roger Ellingworth have?
Roger holds a Diploma of Financial Planning, is a Certified Financial Planner (CFP), has a Master of Business, is an Accredited Aged Care Professional, and also holds a Graduate Diploma of Financial Planning.
What is the process for becoming a client of Roger?
The first step is to schedule an initial consultation. During this meeting, Roger will discuss your financial goals, assess your current situation, and explain how he can help you achieve your objectives. Subsequent meetings will involve developing and implementing your personalised financial plan.
How can Roger help me with my retirement planning?
Roger can assist you in developing a retirement plan that considers your lifestyle goals, risk tolerance, and financial resources. He can provide advice on superannuation, investments, and strategies for generating income during retirement.
What can I expect from working with Roger Ellingworth?
You can expect personalised, professional, and ethical financial advice. Roger is committed to providing clear and understandable recommendations, empowering you to make informed decisions about your financial future.
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