Rod Geilman

Adviser – CFP, DipFP

03 9831 2917
rod@kidmanspartners.com.au

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Rod joined Kidmans Partners in November 2019. He has an extensive amount of experience in the financial planning industry and is committed to providing highly personalised strategic advice designed to achieve your lifestyle and financial aspirations.

As a trusted advisor to a wide range of clients, Rod understands that everyone’s situation is unique, and it is this professional and personable approach that allows him to work closely with clients to create clarity, insight and partnership, three very important factors in identifying and achieving both their short term and long term goals.

Qualifications

Bachelor of Business (Accounting and Economics)
Diploma of Financial Planning (DipFP)
Certified Financial Planner (CFP)
Stanford Graduate School of Business – Strategic Leadership

Areas of specialisation

Getting it - Cash flow Management
Growing It – Wealth Creation, Superannuation, Investment Strategies
Positioning It – Debt Management
Protecting It – Wealth Protection (Risk Insurance)
Enjoying It – Retirement Planning
Sharing It – Estate Planning

Associated Services

Self Managed Superannuation Funds
Wealth Management

Associated Industries

Aged Care

Get In Touch

Whether you’re looking for more information or ready to take a positive step towards financial freedom, get in touch with our experienced team. We help businesses and individuals understand where they are now, and where they want to be and create proactive plans to get them there. Remember, we’re here to help you achieve your goals. We would love to hear from you so please contact us today.

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Kidmans Partners is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by Count Limited ABN 111 26 990 832 (Count) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.