Our Team

Roger has 24 years’ experience in the financial services industry, including holding senior management positions for various high profile financial institutions within the financial planning and mortgage industry. He has completed the Diploma of Financial Planning, Diploma of Financial Advice, and Advanced Diploma of Financial Planning, as well as specialist education in Self-Managed Superannuation advice, and is registered with The Tax Practitioners Board (TPB). He is the Managing Director of Smart Start Financial Services and joined Lifespan Financial Planning in 2022. 

Roger’s passion is meeting and building relationships with clients to help guide them along the road to long-term financial success. Roger’s experience can be divided into two broad categories – individual and business clients. Throughout his career, Roger has successfully assisted business clients from sole traders through to SMEs. With his individual clients, Roger’s experience spans pre- and post-retirement planning, complex insurance estate planning consideration, tax planning, redundancy, personal protection, social security, Self-Managed Superannuation, and budgeting and managing debts.

With all of his clients, Roger has focused on goal setting, sophisticated planning and structuring, and guiding his clients through the ever changing regulatory and economic landscape. Central to his philosophy, is the imperative to educate clients about their options, obligations, and opportunities so they are in a position to make truly informed and savvy financial decisions.

At Lifespan Financial Planning, Roger is authorised to advise on, and deal, in cash and term deposits, debentures, stocks and bonds, business and personal risk insurance products, managed investment schemes, superannuation, margin lending, and retirement income streams.