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Stratogen Financial Planning

Stratogen Financial Planning

Clients are our family

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Investments

Investments

Superannuation

Wealth Creation

Risk Insurance

Wealth Preservation

We are able to provide advice on and have access to the following types of investment products:

• Managed Funds

• Direct Equities

• Exchange Traded Funds

• Annuities

• Investment Bonds

We use research from Morningstar and internally to assess various investments for inclusion in our clients' portfolios.

We access the services of CommSec and Bell Potter for execution where clients wish to have direct equities portfolios.

Clients Are Our Family

We empower you to make better decisions based on YOUR life.




Copyright © 2021. 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