Wealth Management

Rod Gardner

Financial Adviser

Rod is an Adviser and Financial Planner. He is a CERTIFIED FINANCIAL PLANNER ® (CFP) and a Tax (Financial) Adviser. He specialises in providing pre and post-retirement financial advice including advice related to aged care.

With a wealth of experience, Rod has worked in the finance industry providing personal financial advice since 1998. He joined the Five Financial team in November 2020 and particularly enjoys making the complex simple to understand.

Rod is experienced in providing financial advice across the following areas:

  • Wealth creation
  • Retirement planning
  • Aged care
  • Debt management
  • Personal insurances
  • Business insurances
  • Succession planning
  • Managed and self-managed superannuation
  • Direct equities

Rod is a CERTIFIED FINANCIAL PLANNER ® (CFP) and an Accredited Aged Care Professional™. He holds a Graduate Diploma in Financial Planning, a Bachelor of Business with Distinction (Economics, Finance) and he is a qualified Tax (Financial) Adviser.

In terms of memberships, Rod is a member of the Financial Planning Association (FPA) and the Tax Practitioners Board (TPB).

In his spare time, Rod enjoys being in the company of family and friends with a good meal and good wine. His hobbies include camping, travel and photography.

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