As the AG partner of Galilee Advisory Group, Roger leads a team of experienced financial professionals in serving the interests of the group’s clients.
His financial planning career began in 1990 with a leading insurance company, and he was soon promoted to senior financial consultant, serving the company’s premier and platinum clients. In 2004, Roger joined IPP, where his career continued on an upward trajectory, being promoted from a manager to a managing partner. Roger’s more than 25 years’ of experience is marked by a number of accomplishments and accreditations including the Top Rookie Branch Manager and CRT Qualifier awards as well as being part of the Qualified Super Star Club, Qualified Centurion Club and Qualified MDRT. With his expertise in the construction and implementation of financial plans, business succession and continuity planning, group employee benefit planning and estate planning, he is a much sought-after speaker.
Roger holds a Bachelor’s degree in Business Finance and Marketing from Curtin University, Western Australia as well as diplomas in Insurance Studies, Electrical Engineering, and Industrial Engineering and Management. He is a certified Financial Planner and a certified member of the Society of Trust and Estate Planners STEP UK.
ABOUT GALILEE ADVISORY GROUP
At Galilee Advisory Group, we are guided by our core values of Integrity, Leadership, Learning and Teamwork. Living and working by these principles, we create a culture that nurtures growth, mutual cooperation and personal responsibility to meet the needs of our clients.
With the belief that trust is the basis of all relationships, we are committed to honest practices, communication and relationships that honour God and one another. To offer the best to our clients, we take personal responsibility for performing our duties with excellence and initiating ways to improve the service we provide. As advocates of lifelong learning, we seek opportunities to improve ourselves both personally and professionally. With the belief that a team is only as strong as its people, we practise communication, help and support both within our team and with other professionals in order to accomplish our common mission of delivering our best to our clients.