Name | Bradley Rogers CFP® |
Company | Lifewise Financial Solutions |
Address | 103 Henna Street Warrnambool, VIC 3280 |
Phone | 03 5561 5855 |
Website | www.wealthshore.com.au |
Advice Areas- Retirement Planning- Transiton to Retirment- Direct Shares and Investment advice- Self Managed Super Funds- Personal Insurances- Superannuation- Centrelink-Aged Care Advice specialistI have been providing financial advice to clients for over 10 years. I enjoy working closely with clients to develop effective solution to ensure my clients financial goals are achieved. I have completed my Bachelor of Commerce with majors in finance, business law and taxation at Monash University, I have completed the Advanced Diploma of Financial Services and have completed the Certified Financial Planning designation provided by the Financial Planning Association. I am continually updating my qualifications and specifically look forward to providing full comprehensive advice to meet your lifestyle and financial goals