Maddison Rogers

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BCom(FinPlan) ProfDipStock

Authorised Representative: 000462834

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.

Services and specialities

  • Financial Planning
  • Margin Lending and Gearing Strategies
  • Personal Insurance
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice

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.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce (Financial Planning), University of Sunshine Coast , 2013
  • Professional Diploma in Stockbroking, Deakin Prime, 2016
  • Margin Lending and Geard Investments , SAFAA, 2014
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me as your adviser by way of salary and percentage of fees.