Bradley Rogers
Bradley Rogers cover
Bradley Rogers

Bradley Rogers

Director Wealthshore Legal

location
Warrnambool, VIC
Click to Reveal Phone Number(03) 556..

About Bradley

Bradley Rogers is the Director at WealthShore, where he brings a wealth of knowledge and extensive experience in financial planning and wealth management. His career in financial planning spans over 15 years, during which he has consistently demonstrated a commitment to providing exceptional service with a personal touch. At WealthShore, Bradley ensures that clients benefit from the expertise and resources of one of Australia's leading financial planning groups while maintaining a close connection to the community. Prior to his current role, Bradley served in various senior positions at notable institutions, including Coffey Hunt, St George Bank, and the Commonwealth Bank. His roles as a senior and financial planner have been marked by his expertise in defined benefits and his ability to provide tailored financial strategies that meet the unique needs of his clients. Bradley is furthering his legal expertise with a Bachelor of Laws at the University of New England, focusing on estate planning and the preparation of wills. He also holds a Bachelor of Commerce from Monash University, where he specialised in finance, taxation, and business law. This combination of legal and financial education underpins his comprehensive approach to financial planning and wealth management, providing clients with well-rounded, informed advice. Throughout his career, Bradley has been involved with various societies and activities, including the Monash Blues Football, the Law Society, and the Commerce Society, reflecting his dedication to both his professional and community engagements.

Practice Areas

Estate Planning

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Resume

Experience

Financial Planner and Business Owner
Financial Planner and Business Owner
Wealthshore formerly Lifewise Financial Solutions (RI Advice)
Jul 2011 - Present · 14 years 11 months
Senior Financial Planner
Senior Financial Planner
Coffey Hunt
Nov 2009 - Jun 2011 · 1 year 7 months
Senior Financial Planner
Senior Financial Planner
St George Bank
Oct 2007 - Oct 2009 · 2 years
Financial Planner
Financial Planner
Commonwealth Bank
Jan 2005 - Oct 2007 · 2 years 9 months

Education

Bachelor of Laws
Bachelor of Laws
University of New England (AU)
2021 - 2026
Bachelor of Commerce (BCom)
Bachelor of Commerce (BCom)
Monash University
2000 - 2004

Contact Information

Warrnambool, VIC

Location103 Henna Street, Warrnambool, VIC
Click to Reveal Phone Number+6135561..
WebsiteView Website

Practice Categories

Estate Planning
  • Wills and Estates