0402 248 725
Rodel has worked as an adviser in major financial institutions and accounting groups in Sydney as well as Hong Kong, advising a diverse range of clients and businesses with their wealth management needs.
Rodel joined the financial advice industry in 2003, is a Certified Financial Planner, holds a Bachelors in Business & Economics, Masters in Advanced Finance and a Diploma in Financial Services (Financial Planning). He is a member of the Financial Planning Association.
Rodel will work closely with you, establishing your goals and priorities, explaining possible strategies, illustrating your options—and always making sure the planned strategy suits you and your family.
If you’re seeking answers to a single specific financial issue, Rodel can tailor a strategy to that need or build you a comprehensive, multi-faceted financial plan that clarifies your different needs, prioritises your goals, integrates the solutions and evolves with you, over time.