Rod is a Director and National Head of the Financial Services divison.
He manages investment portfolios and provides advice on superannuation matters to high net worth clients throughout Western Australia.
With over 15 years' experience as a financial planner, Rod can offer clients quality advice resulting in sound investment returns. He guides his clients through major life events and helps to generate and execute strategies for supporting the lifestyles they would like to have.
Investing can be a stressful experience for some and Rod's approach to navigating the complex moments is through the use of professional risk reduction techniques.
Rod Edwards is a Partner of RSM Australia Partners and a Director of RSM Financial Services Australia Pty Ltd.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
Solutions Rod provides
Rod specialises in portfolio management of investments for self-funded retirees, wealth creating investors and professional investors.
Rod also provides superannuation advice including:
- pensions
- self-managed funds
- wraps
- personal superannuation funds
Professional associations
- Certified financial planner, Financial Planning Association
Qualifications
- Bachelor of Business (Curtin University)
- Diploma in Applied Finance and Investment (Securities Institute of Australia)