Roger Wheelahan

Roger Wheelahan

852 Old Northern Rd, Middle Dural NSW 2158, Australia
+61406719715
Smart Start Financial Services
smartstartfs.com.au/
Member of Association of Financial Advisers Logo
Background
Summary

We are a Sydney based, fully integrated, financial services provider serving as wealth advisers, mortgage brokers, and budgeting coaches. We are passionate about building long-term relationships, understanding our clients’ financial and lifestyle objectives, and providing initial and ongoing pathways for clients to achieve their financial hopes and dreams. We are also passionate about maximising our clients' lifestyle, so we prioritise our clients' time and convenience.

Focus Areas
  • Estate Planning
  • Income Protection
  • Life Insurance
  • Retirement Planning
  • Superannuation
  • Wealth Management
Bio Alignments

Non Institutionally Aligned

Education

Advanced Dip of Fin Advising




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