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Stratogen Financial Planning

Stratogen Financial Planning

Clients are our family

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About Us

About Us

No one lives their best life by spending their time worrying about their financial decisions.

Get to Know the Team

Rob O'Donnell

Owner and Lead Advisor

Sandi Cash

Client Service

Martin Rafter

Mentor and Director

Live your Best Life

Our clients come from far and wide. We deal with local businesses, long time locals and retirees who've grown tired of dealing with a Sydney or Melbourne accountant, and we give advice in a broad range of areas.

We believe that is exceptionally difficult to be objective about your own personal situation, especially when it comes to making financial decisions. That’s why we take the time to really understand our clients as people. Our goal is not to make the best decisions for your money, but to make the best decisions for your life.

Our clients know that we care about them and that we'll be their partners in making sure that they take the steps they need to so they can live their best lives.

It's true that we understand all about money, but that only matters after we understand you.

It's not just about the numbers, it's about inspiring things for real people.

It's the Why behind What We Do




Our Motto has always been Common Sense Advice You Can Understand

We have relationships with a number of accounting and professional firms on the Sunshine Coast and in Mount Isa that we visit and work with on a regular basis.

Working with accountants and business clients we see some pretty interesting things but at the end of the day it is important to understand what people want to achieve, put the right structures in place with the long term in mind and only then think about the investments and other products to deliver on those goals. Financial Planning and Investments are for the most part pretty straight forward so long as you can cut through the jargon that most people are prone to using.

Welcome




Copyright © 2020. Rob O’Donnell is an Authorised Representative #279018 of Professional Investment Services Pty Ltd ABN 11 074 608 558 AFS Licence No. 234951

The information on this website is provided as general and factual information and should not be regarded as personal advice. To provide personal advice we need to take into

consideration your own personal financial position and goals and provide appropriate advice accordingly. If you would like specific personal advice for your circumstances,

please contact us via info@profinvest.com.au or PIS Head Office, Telephone: (07) 5574 0244. PIS Financial Services Guide and Privacy Policy PIS Complaints Process