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Cash Flow Management
Cash
Flow
Management
Insurance
Insurance
Investment Advice
Investment
Advice
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Retirement
Planning
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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

Financial Markets Update: March

Tariffs spark major market sell-off, echoing 1987, 2008 and 2020 crashes. Uncertainty remains, but portfolio strategies focus on risk and opportunity. READ MORE...

How Tariffs Ripple Into Aussie Households

Discover how recent U.S. tariffs are influencing Australian households, from rising consumer prices to shifts in global trade dynamics, and learn strategies to navigate these economic changes READ MORE...

2025 Federal Budget Commentary

We’ve prepared a short summary so you can quickly catch up on the key changes around personal income tax, super, and other measures. It also has some commentary from our experts for you to pass off as your own when chatting to family, friends or colleagues. READ MORE...

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