Suite 4, 255 Whitehorse Road, Balwyn VIC 3103

Rod Geilman

Adviser - CFP, DipFP

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

Industries Served

  • Aged Care

MEET OUR PEOPLE

The People Behind the Advice

We strive to improve our knowledge and expertise to ensure we excel in providing the best accounting, audit, taxation, and financial services.

Ross Hedrick

Managing Director

Pravneel Karan

Principal - Business Services & Advisory

Nathan Stiglich

Principal - Business Services & Advisory

Ashley Wignell

Principal - Business Services & Advisory

TAKE THE FIRST STEP

Your Next Chapter Starts with a Conversation.

A complimentary initial call with one of our Senior Team Members. No obligation. No jargon. Just a clear plan for what comes next.

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