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Rob O Donnell – Stratogen
Financial Planning

 

Rob O’Donnell has been in the financial service industry for over 22 years and can assist you in all areas such as Financial Planning, Credit Analysis, Wealth Creation, Investments, Insurance and Wealth Preservation.

Visiting Wardle & Associates every 4-6 weeks, we love having him in the office and being able to provide our clients with such experience and quality.

Rob’s passion and experience are matched by his qualifications. Rob holds a Bachelor of Commerce, a Graduate Diploma in Financial Planning and has completed the FPA’s Certified Financial Planner programme. Rob holds authorities to provide advice in the areas of Self Managed Superannuation Funds, Direct Equities and Aged Care Planning and has undertaken additional study in these areas.

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Contact us to see when Rob’s next dates are, or to book in an appointment 👍

Rob O Donnell

Rob O Donnell

Financial Planner

Rob O’Donnell leads the planning team at Stratogen Financial Planning and has been in the financial services industry for over 22 years. His experience includes positions in Financial Planning, Credit Analysis and Business Banking.

“I get a real buzz out of seeing clients progress through the various stages of their lives and being a part of their success. Sometimes it’s applying creative solutions to complicated financial issues, sometimes it’s a nudge in the right direction that is needed, sometimes it’s simply reassurance that they are on the right track. The bottom line is – we do make a difference!”

In his spare time Rob is a Rugby Referee and weekend surfer.

Rob is an Authorised Representative (#279018) of Professional Investment Services Pty Ltd.

Our Compliance Team

Amy Henrich

Amy Henrich

Snr Accountant (B.Acc, CA.)

Amy has over 9 years experience in Public Practice, specialising in advisory for SME's, Taxation Advice, Cloud Accounting & Budgeting.

Naomi Hart

Naomi Hart

Operations Mgr / Snr Accountant (B.Com, CA)

Naomi has over 7 years experience in public practice, specialising in advisory for SME's, taxation advice, cloud accounting & budgeting.

Glenn Smith

Glenn Smith

Accountant (B. Acc)

With over 3 years experience in his role, Glenn's areas of expertise include Individual Taxation, IT Issues & Xero Cloud Accounting

Sarah Hooley

Sarah Hooley

Support Accountant

Sarah is studying for her Bachelor in Business (Acc) and helps our accounting team with bookkeeping, business accounting and taxation.

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