Roger Wheelahan

Principle Adviser

Middle Dural, NSW

Contact


Smart Start Financial Services
852 Old Northern Rd,
Middle Dural NSW 2158,
Australia

  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 Alignment
Non Institutionally Aligned

  Education

Advanced Dip of Fin Advising