Our People

Rod Edwards
National Head of Financial Services Australia

Biography

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)
Publications

Inheritance: Managing the Big Wealth shift

8 December 2021
More than $3.5 trillion dollars of inherited funds are expected to change hands within Australia during the next 20 years, with Australians enjoying one of the highest inheritance payout rates anywhere in the world. According to investment bank HSBC’s Future of Retirement report[i], Australians pass on average $561,000 to their heirs, almost f...

‘Soldiers of misfortune’ and their post-war battles

24 November 2016
Instead of ticker tape parades, too many service veterans are returning home to a life of poverty, broken marriage, welfare dependency, homelessness and potential bankruptcy, says Rod Edwards director at RSM Financial Services Australia (RSM). He says financial ruin and shattered lives wouldn’t be a dirty, smouldering corollary to Australia’...