About Roger

Roger is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.

Education and experience

Roger holds the following qualifications:

• Master of Business Management
• Graduate Diploma of Financial Planning
• Diploma of Financial Planning
• He is also a member of the FAAA.

Roger has been providing financial planning advice for over 30 years, often supporting not just his clients but the next generation as well.

His focus is on delivering holistic advice to help people achieve their goals. While specialising in retirement planning and aged care, Roger also assists families with wealth protection and wealth creation strategies.

He believes informed decisions lead to better outcomes and takes pride in giving clients the clarity and confidence they need to make those decisions.

What my clients say

“Dear Roger, I can’t thank you enough for all the advice you gave to John and I. We trusted you implicitly to do the best for us and I will be eternally grateful, particularly after John passed away… “ Gayle. Client since 1998.

“Hey Roger, we just wanted to reach out and say thank you so much for assisting us with mum’s transition to aged care. We are so glad that Sue referred us to you. Your guidance was invaluable.“ Rob and Debbie 2020.

Outside of work

Roger is married with three adult children and makes it a priority to stay actively involved in their lives and celebrate their progress. In his spare time, he enjoys walking, yoga and reading. Growing up in Melbourne also fostered his lifelong passion for sport - especially AFL and cricket.