The Financial Planning Association of Australia The Financial Planning Association of Australia

Bradley Rogers, CFP®

Name Bradley Rogers CFP®
Company Lifewise Financial Solutions
Address 89 Henna Street
Warrnambool, VIC 3280
Phone 03 5561 5855
Mobile 0417 742 925

Advice Areas
- Retirement Planning
- Transiton to Retirment
- Direct Shares and Investment advice
- Self Managed Super Funds
- Personal Insurances
- Superannuation
- Centrelink
-Aged Care Advice specialist

I 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

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