Rod White

Whether clients are just beginning to consider retirement, are approaching it, or are already retired, Rod provides personalised strategies that align with their goals, lifestyle, and legacy. By simplifying complex decisions around superannuation, pensions, and income streams, he empowers clients to make informed choices that bring lasting peace of mind.

With more than 23 years of experience in the financial advice industry, Rod has worked with a diverse range of clients – from business owners and professionals to couples planning their next chapter. He combines technical expertise with a genuine passion for helping people thrive, not just financially but in how they live their later years.

What Rod enjoys most is seeing the moment when clients realise their goals are achievable – and often closer than they expected.

Outside of work, Rod is a keen sports fan and enjoys spending time with his wife and three daughters. He has also volunteered over the years to support local sporting organisations.

Rod is a Certified Financial Planner (CFP) accredited by the Financial Advice Association Australia and holds a Diploma of Financial Planning (Deakin University) and a Diploma of Financial Markets (Securities Institute of Australia).