Rodney Johnstone

FPW Financial Advice Pty Ltd

Gold

25 Yrs Experience

West Footscray, VIC 3012

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Hi, I aim to make the financial advice process as straight forward as possible. My task is to help clients make the most of their money while seeking to add clarity and certainty around their goals and objectives, and the choices for moving forward. At FPW Financial Advice we assist many people with growth in superannuation using Retail funds or a Self Managed Super Fund, we develop a strategy for optimising resources and lowering your tax impost. Advice can commence from any age and is sustained all through life, including retirement and the transfer of assets from one generation to the next. I would be happy to chat about your needs.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Aged Care
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

I like to provide a flexible fee structure so that we can tailor the costs to suit each client. Therefore I can charge any combination of hourly rate fees and/or asset based fees for advice to meet clients needs. An initial meeting is usually for 90 minutes and costs $275 (incl gst) and you can ask 101 questions.

5.00 December 2018

Rodney has an abundant knowledge across numerous aspects of money management, and his manner is friendly and patient, yet also professional. I am thrilled to have such a wise and experienced personal financial adviser, and would highly recommend him.

5.00 October 2018

Rodney has provided advice on superannuation, retirement, social security entitlements and investments taking into consideration my thoughts and needs. Rodney answers my questions in a way that is easy for me to understand. Through Rodney's knowledge and experience, I feel very confident that the advice given is right for my needs. I always receive Rodney's full care and attention when I need it. I would recommend Rodney to anybody seeking a knowledgeable and experienced financial planner.

4.50 December 2017

Rodney takes you on a journey for your saving and investment that is worthwhile. I am also confident in his advise and constant updates of investment

4.25 December 2017

Rodney understands my finances well because he works at knowing the sort of person I am. It is not beneath him to do small, simple tasks to help me.

5.00 December 2017

Rodney has provided much needed assistance in trying to recover bad investments done from a previous bad financial adviser

Adviser status Gold
Rating 4.85
Number of reviews 12
First year providing advice 1999
Years of experience 25
Highest qualifications
- Graduate Diploma of Applied Finance and Investment
- Certified Financial Planner (CFP)
Language spoken
- English