As one of the founding directors of the OBT Financial Group, Rodney has witnessed many changes to what clients need and expect from an accounting firm. These expectations can be summarised by the desire to have financial security and Rodney has kept pace with these changes, being responsible for introducing and leading the financial planning services entity of the group in 2000.
With Rodney’s background in taxation, superannuation and general financial services, he is able to offer a very comprehensive financial planning package to his clients. His special interest areas include investments, estate and succession planning, wealth creation and risk management. Rodney works closely with OBT clients, assisting them to provide adequate retirement funding, the smooth transition of the family farm or business from one generation to the next and appropriate tax effective investments for them.
Rodney is an authorised representative of Lonsdale Financial Group, and a member of the Financial Planning Association of Australia.
Professional Qualifications: B. Bus (Accounting), Professional National Accountant, Dip. Financial Planning