The Certified Quality Advice program has been created by Charter Financial Planning to highlight practices that build and maintain the highest professional practice operating standards that set the industry benchmark for high-quality financial advice. Wisdom Financial Services is one of those practices. At Wisdom, we have been certified and recognised as a practice offering a complete financial planning service, with defined service expectations that clients can access confidently. Now more than ever, you are seeking professional services from advisers you can trust and who can demonstrate the highest standards in providing financial advice. Above all, you want to deal with advisers who care about your future. At Wisdom we have a commitment to meeting the program guidelines.
Wisdom Financial Services pride themselves on consistently providing the very best investment, insurance and financial planning advice,
Find out about Wisdom Financial Services and how we've grown to become a family business that pride's itself on putting our customers first.
As an authorised representative of Charter Financial Planning Ltd, Rod can provide clients with a comprehensive range of personalised financial solutions
Rod has obtained the Advanced Diploma of Financial Planning and is also a member of the Financial Planning Association (FPA) as an Associate Financial Planner.
Rod is authorised to represent in the area of life insurance, income protection, permanent disablement cover, business insurance and trauma insurance
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