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Maddison Rogers
BCom(FinPlan) ProfDipStock
Senior Private Client Adviser
I provide objective advice while exercising prudent judgement and strive to add value for my clients.
Maddison began his career as a Financial Planning Intern with ANZ Banking Group in 2013 before moving to Morgans in 2014 as a Private Client Adviser. Maddison is a keen supporter of the Essendon Football club and enjoys playing local football in Geelong. Wherever possible, Maddison tailors his investment strategies to meet the needs and objectives of his clients, while implementing effective risk management techniques.
Investment Style
Maddison ensures that clients receive quality, objective advice in relation to their financial affairs. He enables clients to participate in the wealth management process as he believes that this is the most effective way to meet client objectives. Utilising the resources of Morgans, he aims to effectively manage client wealth by tailoring financial strategies and risk management techniques.
Services and Specialties
Margin Lending and Gearing Strategies
Personal Insurance
Financial Planning
Superannuation Advice
Stockbroking
Self-Managed Super Funds
Qualifications and Professional Affiliations
Margin Lending and Geared Investments
Bachelor of Commerce (Financial Planning)
Ethics and Professional Relationships
Professional Diploma in Stockbroking
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
ASIC Financial Advisers Register
Generic
Margin Lending
Securities
Life Insurance
Superannuation
Managed Investments
Tax (financial) Adviser
Financial Planning
Direct International Equities Trading Adviser
FASEA Financial Adviser Exam
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Geelong Private Wealth Management Pty Ltd, I may be entitled to a share of profits.
