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Maddison Rogers

Maddison Rogers

BCom(FinPlan) ProfDipStock
Authorised representative number: 000462834

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

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

Industry Experience

Sectors Covered

Maddison Rogers's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Professional Diploma in Stockbroking
Margin Lending and Geared Investments
Ethics and Professional Relationships
Bachelor of Commerce (Financial Planning)

Associations

No items found.

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 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.