Tim Rogers Email & Phone Number
Chief Executive Officer @ Planlogic
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Tim Rogers Location
- Adelaide, SA, AU
Tim Rogers Work
- Chief Executive Officer @ (September 2026 - Present)
- Director @ (January 2026 - September 2026)
- Director @ (October 2017 - Present)
- Head of Private Capital @ (October 2024 - December 2025)
- Head of Distribution @ (February 2023 - August 2024)
- Regional Manager NSW and ACT @ (June 2021 - February 2023)
- Head of Adviser Migration @ (May 2020 - June 2021)
- National Distribution Manager - Simplification Project @ (October 2019 - May 2020)
- Regional Manager SA @ (February 2018 - October 2019)
- Investment Advisor and Business Development @ (March 2017 - October 2017)
- Managing Director and Investment Advisor @ (July 2014 - March 2017)
- Partner and Senior Adviser @ Wealth By Design Adelaide (July 2003 - July 2014)
- Finance Sub-commitee member @ Mercedes College (January 2007 - January 2013)
- College Council Member @ Mercedes College (January 2007 - December 2012)
- Board of Advice member @ Apogee Financial Planning (January 2003 - January 2013)
- State Manager SA and NT @ (January 1994 - July 2003)
Tim Rogers Education
- Stanford University Graduate School of Business
Strategic Leadership Program (Organizational Leadership)
2013-2013 - Deakin University
CFP (Financial Planning and Services)
2010-2012 - Deakin University
ADFS (FP) (Financial Planning and Services)
2000-2004 - Flinders University
B Ec (Economics)
1988-1993 - St Michaels College
High School (High School/Secondary Certificate Programs)
1980-1987
Tim Rogers Skills
- Asset Allocation
- Asset Management
- Board Relations
- Budgeting
- Budgets
- Cash Flow
- Cash Flow Management
- Certified Financial Planner
- Critical Illness
- Debt Management
- Equities
- Estate Planning
- Executive Management
- Finance
- Financial Advice
- Financial Advisory
- Financial Analysis
- Financial Management
- Financial Planning
- Financial Risk
- Financial Services
- High Net Worth Individuals
- Income Protection
- Insurance
- Insurance Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Loans
- Mortgage
- Mortgage Planning
- P&L Management
- Pensions
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Protection Planning/family Security
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- SMSF
- Senior Stakeholder Management
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Succession Planning
- Superannuation
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Preservation Strategies
- Development
- Mercedes
- Planning
- Business Strategy
- Apogee
- Leadership
- Design
- Research
- Business Development
Tim Rogers Summary
- Tim Rogers, based in Adelaide, SA, AU, is currently a Chief Executive Officer at Planlogic. Tim Rogers brings experience from previous roles at Planlogic, TRAdvisory Co, Capital Prudential and DASH Technology Group. Tim Rogers holds a 2013 - 2013 Strategic Leadership Program in Organizational Leadership @ Stanford University Graduate School of Business. With a robust skill set that includes Asset Allocation, Asset Management, Board Relations, Budgeting, Budgets and more. Tim Rogers has 2 emails and 1 mobile phone numbers on RocketReach.
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