Financial Adviser
· SYDNEY, NSW
Rodney James Gardner
No disciplinary history on record with ASIC
SYDNEY,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003629
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through Alliance Wealth
About Rodney James Gardner
Rodney James Gardner is a financial adviser based in Sydney, New South Wales, with 28 years of experience in the financial services industry since 1998. Rodney works at Freshwater Wealth Management, which is licensed through Alliance Wealth. Rodney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rodney's qualifications include a Certified Financial Planner (CFP) Education Program (4 units) from Financial Planning Association of Australia. Rodney is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Business
University of Technology, Sydney
2000
Graduate Diploma in Financial Planning
Securities Institute Education
2002
Certified Financial Planner (CFP) Education Program (4 units)
Financial Planning Association of Australia
2021
Accredited Aged Care Professional Program
Aged Care Steps
2023
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education