Rod White


 

Private Client Adviser

How long have you been in this industry? 

16 years Financial Planning and 31 years all up in the Finance Industry

 

What were your previous occupations?

Assistant Manager – Banking 

Lending Manager - Banking 

Director / Financial Planner – White Financial Solutions

Director / Financial Planner - ClearFuture Financial Services 

 

What are your qualifications?

Certified Financial Planner (CFP)

Diploma of Financial Services

Diploma of Financial Markets 

 

Why did you join your industry?

I enjoy economics and investment dynamics and saw financial planning as an exciting opportunity to “enjoy what I do” while helping clients achieve their goals

 

How did you get started in your industry? The bank offered me a job straight out of school 

 

What advice would you give someone starting out in your industry ?

Learn as much as you can as quick as you can from experienced people in the industry that have been through good and tough markets

 

What one sentence would you like people to use in describing the way you do business?

Helps clients achieve their goals in a professional and enjoyable manner

 

What services do you offer?

Advice in regards to; 

  • Retirement planning 
  • Estate planning strategies
  • Superannuation 
  • Centrelink 
  • Aged Care 
  • Managed investments
  • Direct share investments 
  • Self Managed Super Funds 
  • Life insurance / Disability insurance / Trauma insurance 

 

What is your point of difference?

The advantage of having no bias towards any particular investment / insurance provider so can customise strategies to match the client’s needs

 

Who is your ideal client type?

A client that takes an interest in their own financial well being and appreciates the benefit of good advice

 

What significant changes have taken place in your profession over the years?

The emergence of an increasing number of choices in a crowded investment, superannuation and insurance marketplace.