ABOUT US

Roger Prince

Roger Prince

Financial Planner
and Authorised Representative of
Wealth Today Pty Ltd

rogerp@rpassociates.com.au
0427 324 618

Our Story

Roger is happily married to lovely wife Hannah, has two beautiful daughters, two manly sons and six spritely grandchildren.

Away from the business Roger enjoys camping, 4wdriving, coffeeing and spending time with his growing family and friends.

Attention to detail, good listening skills and empathy are all hallmarks of appreciation by his clients.

Roger is definitely supported by a professional team of administration, technical and product specialists whose teamwork and commitment to help him build long term relationships with his growing client base.

Roger has over 40 years of experience in financial services, this incorporates banking, mortgage broking and financial planning.

Over the years clients have appreciated Roger's down to earth approach, family values and small business mindset.

Roger dedicates much of his time on continual improvement, not only for himself, and professional education, but sharing his knowledge to benefit his client's needs and goals.

As an Authorised Representative, Roger is authorised to provide a wide range of facilities to you, including:

  • Investment Planning
  • Wealth Accumulation Advice
  • Insurance Advice
  • Superannuation Advice
  • Retirement Planning Advice
  • Business or Farm Succession
  • Estate Planning
  • Centrelink (Social Security) Advice
  • Tax Efficient Strategies

ADDRESS

PO Box 79,
Mt Barker SA 5251

PHONE

HOURS

Monday - Friday
9am to 5pm