Brad Rogers

WealthShore

Gold

20 Yrs Experience

Warrnambool, VIC 3280

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Hi, Thanks for taking the time to look at my profile, I have been providing financial advice to clients since 2005 and has worked in the financial services industry for over 20 years.

I have the following qulaifications, Certified Financial Planner™, Diploma of Financial Planning, Bachelor of Commerce (Business Law & Finance) from Monash University and currently completing my Law degree, so I can specilaise in estate planning as an added beenfit to all my clients.

I enjoy working closely with all clients to develop solutions to make sure you are looked after in the way that best suits your fianncial situation

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Margin Lending
Aged Care
Small Business Advice
Tax Strategies
Wills & Estates

4.75 March 2022

Brad has been fantastic in helping me in all financial area's, most recently with my mum going into aged care,Brad took the stress out of handling the financial side of things for me,easy to communicate with fantastic.

5.00 August 2020

Brad, has been great I came from a previous adviser that never did anything really, Brad has even helped work stuff out with my accountant. It makes it really easy to understand

Adviser status Gold
Rating 4.88
Number of reviews 2
First year providing advice 2005
Years of experience 20
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

WealthShore

103 Henna Street
Warrnambool, VIC 3280

9:00am – 5:00pm Monday – Friday

RetireInvest

AFSL 238429

Brad Rogers

WealthShore

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