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Paul Rogers Email & Phone Number
Director and Principal Financial Planner
at
Your Financial Planner
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✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Director and Principal Financial Planner
Location
Chadstone, Victoria, Australia
Company size
Who is Paul Rogers? Overview
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Quick answer
Paul Rogers is listed as Director and Principal Financial Planner at Your Financial Planner, a company with 2 employees, based in Chadstone, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Paul Rogers.
Paul Rogers previously worked as Director at The Lending & Property Group and Director & Principal Financial Planner at Your Financial Planner. Paul Rogers holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.
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Email format at Your Financial Planner
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Your Financial Planner
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Profile bio
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.
Listed skills include Strategic Financial Planning, Investments, Wealth Management, Retirement Planning, and 27 others.
Current workplace
Paul Rogers's current company
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Your Financial Planner
10 roles · 7 years
Paul Rogers work experience
A career timeline built from the work history available for this profile.
Director
Current
The Lending & Property Group
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.
Jul 2021 - Present
Director & Principal Financial Planner
Current
Your Financial Planner
We provide tailored wholistic financial planning encompassing protection, superannuation, wealth accumulation, estate planning and SMSF advice.We service our clients Australia wide.
Oct 2019 - Present
Director & Principal Mortgage Broker
CurrentWe 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.
2019 - Present
~7 yrs 4 mos
Senior Financial Adviser
Apr 2016 - Oct 2019
Financial Adviser
Sep 2014 - Mar 2016
Financial Planner
Working at Future financial planning as financial planner, we are licenced & authorised representatives of AMP Financial Planning pty ltd.
Sep 2012 - Sep 2014
Financial Planner
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.
Sep 2012 - 2014
Financial Planner
Amp Horizons
AMP horizons financial planner.
Sep 2012 - Nov 2012
Customer Service Representative/ Specialist / Lender
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.
Apr 2007 - Sep 2012
10 education records
Paul Rogers education
Graduate Diploma Of Financial Planning, Financial Planning And Services
Graduate Certificate In Financial Planning, Financial Planning And Services
Margin Lending
Certificate Iv In Finance And Mortgage Broking, Mortgage Broking
Accredited Listed Product Adviser Program, Direct Investments
Code Of Professional Conduct, Tasa And The Tpb Code Of Professional Conduct
Advanced Diploma Of Financial Services, Financial Planning
Self Managed Superfunds Course, Smsf
Diploma Of Financial Services, Financial Planning
Diploma Of Business, Banking And Finance
FAQ
Frequently asked questions about Paul Rogers
Quick answers generated from the profile data available on this page.
What company does Paul Rogers work for?
Paul Rogers works for Your Financial Planner.
What is Paul Rogers's role at Your Financial Planner?
Paul Rogers is listed as Director and Principal Financial Planner at Your Financial Planner.
Where is Paul Rogers based?
Paul Rogers is based in Chadstone, Victoria, Australia while working with Your Financial Planner.
What companies has Paul Rogers worked for?
Paul Rogers has worked for Your Financial Planner, The Lending & Property Group, Your Lender, Fortnum Private Wealth, and The Ebony Rose Group.
How can I contact Paul Rogers?
You can use AeroLeads to view verified contact signals for Paul Rogers at Your Financial Planner, including work email, phone, and LinkedIn data when available.
What schools did Paul Rogers attend?
Paul Rogers holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.
What skills is Paul Rogers known for?
Paul Rogers is listed with skills including Strategic Financial Planning, Investments, Wealth Management, Retirement Planning, Loans, Investment Strategies, Finance, and Superannuation.
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