SPECIALISATION

Rodman
Lu

Senior Financial Advisor
Chirnside Park
Victoria
IN THEIR OWN WORDS

Rodman is passionate about having a deep understanding of his client’s situation and their goals, to help them live the life they desire.

Rodman specialises in wealth protection, investments, planning for retirement and superannuation advice.

Qualifications and Memberships

  • Bachelor of Business (Accounting)

  • Diploma of Financial Planning

  • Member of the Financial Advice Association Australia
SPECIALISATION
Cash Flow Management
Cash
Flow
Management
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super

Latest
Insights

Building a Long-Term Investment Portfolio in Australia

Building a long-term investment portfolio isn't about picking the right share or timing the market. It's about choosing a mix of investments that matches your goals and giving it time to work. Here's how that actually comes together, and what's changed for investors in 2026. READ MORE...

Superannuation contribution strategies for high earners in Australia

If you're in Australia's top tax bracket and earning above $190,000 there are superannuation contribution strategies worth understanding before 30 June. Jeff Hanna walks through the key options. READ MORE...

Federal Budget 2026/27 – Coalescing the Constituent Base

Infinity Capital Solutions CIO Piers Bolger unpacks a busy budget… The Federal Government handed down its 2026/27 READ MORE...

Speak to our experienced team today…