FINANCIAL PLANNER - ROB O DONNELL

From Statogen Financial Planning
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.

At Wardles, we acknowledge that we cannot be experts in all areas but understand that our clients have many varied and specialist financial needs.  Therefore we have developed a network of Professional Partners who are experts in their fields to work with us to ensure our clients are getting the best service and advice possible.

Wardle & Associates Rob O Donnell Financial Planner Mount Isa
Wardle & Associates Rob O Donnell Stratogen Mount Isa

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.

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