Paul Rogers

Paul Rogers Email and Phone Number

Director and Principal Financial Planner @ Your Financial Planner
Chadstone, VIC, AU
Paul Rogers's Location
Chadstone, Victoria, Australia, Australia
Paul Rogers's Contact Details

Paul Rogers personal email

About Paul Rogers

After taking the time to get to know my clients we work together to customise an individual plan. Through an ongoing partnership we’ll work through a goal orientated approach to step by step achieve financial objectives, freedom and dreams. I act as my clients coach with an aim to simplify life's financial complexities. Through holistic financial planning we’ll build, protect and plan for financial freedom. The end result is choice, confidence and control of the future.

Paul Rogers's Current Company Details
Your Financial Planner

Your Financial Planner

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Director and Principal Financial Planner
Chadstone, VIC, AU
Website:
yfp.net.au
Employees:
2
Paul Rogers Work Experience Details
  • Your Financial Planner
    Director And Principal Financial Planner
    Your Financial Planner
    Chadstone, Vic, Au
    View
  • The Lending & Property Group
    Director
    The Lending & Property Group Jul 2021 - Present
    The Lending and Property Group was established to help professionals establish themselves in the mortgage broker industry and run efficient businesses.We offer the following services have candidates go from no grounding to becoming a broker, facilitate referral lending, provide processing, lead generation & marketing. As a broker you will be able to help your clients find a property & improve your broking process via our tested processes.
  • Your Financial Planner
    Director & Principal Financial Planner
    Your Financial Planner Oct 2019 - Present
    Chadstone, Victoria
    We provide tailored wholistic financial planning encompassing protection, superannuation, wealth accumulation, estate planning and SMSF advice.We service our clients Australia wide.
  • Your Lender
    Director & Principal Mortgage Broker
    Your Lender 2019 - Present
    Docklands, Victoria, Australia
    We can research loans from a large range of financial institutions, not just the big banks, to find the best loan to suit your needs. We will support you through the process from application to settlement.Whether you are looking for finance to purchase a home, investment or business, we can search for a loan that suits your requirements.
    View
  • Fortnum Private Wealth
    Senior Financial Adviser
    Fortnum Private Wealth Apr 2016 - Oct 2019
    Melbourne, Australia
    View
  • The Ebony Rose Group
    Financial Adviser
    The Ebony Rose Group Sep 2014 - Mar 2016
    Melbourne, Australia
    View
  • Future Financial Planning
    Financial Planner
    Future Financial Planning Sep 2012 - Sep 2014
    Victoria, Australia
    Working at Future financial planning as financial planner, we are licenced & authorised representatives of AMP Financial Planning pty ltd.
    View
  • Amp
    Financial Planner
    Amp Sep 2012 - 2014
    Financial advice to individuals and business relating to their current and future circumstances including:SuperannuationDebt structuring Investment platform advicePersonal insuranceEstate planning Retirement and Pre-retirement planning.
    View
  • Amp Horizons
    Financial Planner
    Amp Horizons Sep 2012 - Nov 2012
    Sydney, Australia
    AMP horizons financial planner.
  • Commonwealth Bank Of Australia
    Customer Service Representative/ Specialist / Lender
    Commonwealth Bank Of Australia Apr 2007 - Sep 2012
    Belgrave, Victoria
    Employee of Commonwealth Bank of Australia.During my time with the Commonwealth Bank I gained experience and skills in all aspects of core banking and personal mortgage lending.
    View

Paul Rogers Skills

Strategic Financial Planning Investments Wealth Management Retirement Planning Loans Investment Strategies Finance Superannuation Portfolio Management Financial Advisory Financial Planning Investment Advisory Life Insurance Financial Services Banking Asset Allocation Income Protection Insurance Customer Service Pensions Wealth Accumulation Relationship Management Retail Banking Estate Planning Private Banking Mutual Funds Asset Management Risk Management Teamwork Smsf Holistic Financial Planning

Paul Rogers Education Details

Frequently Asked Questions about Paul Rogers

What company does Paul Rogers work for?

Paul Rogers works for Your Financial Planner

What is Paul Rogers's role at the current company?

Paul Rogers's current role is Director and Principal Financial Planner.

What is Paul Rogers's email address?

Paul Rogers's email address is pa****@****ail.com

What schools did Paul Rogers attend?

Paul Rogers attended Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional, Integrity Education Group, Kaplan Professional, Holmesglen Institute.

What skills is Paul Rogers known for?

Paul Rogers has skills like Strategic Financial Planning, Investments, Wealth Management, Retirement Planning, Loans, Investment Strategies, Finance, Superannuation, Portfolio Management, Financial Advisory, Financial Planning, Investment Advisory.

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