David Rodgers Location
Sydney, NSW, AU
David Rodgers Work
- 2022 - now Financial Adviser @ Treysta Wealth Management Pty Ltd
- 2014 - 2022 Financial Adviser @ WealthPartners Financial Solutions
- 2006 - 2014 Financial Planner @ Bridges Financial Services
- 2005 - 2006 Compliance and Training Manager @ Superwoman Financial Services
- 2005 - 2006 training and compliance manager @ Superwoman
- 2004 - 2005 Paraplanner @ FuturePlus Financial Services
- 2002 - 2004 paraplanner and associate financial planner @ Investment Risk Management
- 1996 - 2001 various @ BT Financial Group
David Rodgers Education
- Mentor Eductation Group
Fellow Chartered Financial Practioner (FChFP) (Financial Planning and Services)
2013 - 2013 - KAPLAN
Advance Diploma of Financial Services (Financial Planning and Services)
2011 - 2012 - Securities Institute of Australia
Diploma of Financial Advising (Financial Planning and Services)
1998 - 2002
David Rodgers Skills
- Personal Financial Planning
- self managed super fund advice
- stock broking
- Investment Strategies
- Retirement Planning
- Financial Planning
- Retirement
- Wealth
- Financial Services
- Pensions
David Rodgers Summary
David Rodgers, based in Sydney, NSW, AU, is currently a Financial Adviser at Treysta. David Rodgers brings experience from previous roles at WealthPartners Financial Solutions, Bridges Financial Services, Superwoman Financial Services and Superwoman. David Rodgers holds a 2013 - 2013 Fellow Chartered Financial Practioner (FChFP) in Financial Planning and Services @ Mentor Eductation Group. With a robust skill set that includes Personal Financial Planning, self managed super fund advice, stock broking, Investment Strategies, Retirement Planning and more. David Rodgers has 1 emails on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different David Rodgers?
Find contact details for 700 million professionals.
Others Named David Rodgers
-
David Rodgers
Vice President of Sales at Doodle Labs
Minneapolis, MN, US55+ -
David Rodgers
Business Development Manager for High-Speed Serial Solutions at EXFO
California, United States45+ -
23
Top Treysta Wealth Management Pty Ltd Employees
-
14
-
1
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
