"My mission is to partner with clients to help them take control of their finances. I provide clear, personalised and comprehensive advice designed to meet their wealth management needs."
Roger has worked in the financial services industry since 1989 and has accumulated more than 20 years experience as a successful personal investor and professional adviser. Since 1997, he has been a private client adviser and the branch manager of Morgans in Merimbula, with in excess of $200m in client funds under his care.
Services and specialities
- Portfolio Administration
- Retirement and Estate Planning
- Self Managed Super Funds
- Superannuation Advice
- Wealth Management
Roger specialises in direct shares, property trusts and fixed interest investments for individuals, corporations and superannuation funds seeking tax effective capital appreciation and income. He works together with clients to determine an appropriate investment strategy and then structures an investment portfolio to match the strategy of his clients. Roger works with a team of specialist financial planners within the Merimbula office to provide financial planning along with life and income protection insurance.
Industry Education & Experience
- DFP5v1 Tax for Financial Advising, Kaplan, 2016
- Introduction to Financial Planning, FPA, 2001
- PS146 Compliance Program - Securities, SIA, 2002
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
I am employed by Baydell Pty Ltd which operates the business of Morgans Financial Limited - Merimbula. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Baydell Pty Ltd, I may be entitled to a share of profits.
- Derivatives Level 1
- Financial Planning
- Life Insurance
- Managed Investments
- Margin Lending