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Rodney Lavin JP

Rodney Lavin JP

Mr Rodney Lavin JP
Practice Principal

Financial Services Guide
Financial Services Guide 2


Rodney graduated from Monash University in the 1980's and began as an Accountant with a major International corporation. He worked for a number of companies until he eventually started his own Financial Planning Practice in the late 1980's. He was very involved in local government and was an elected councillor for the City of Berwick from 1989 to 1992. After a stint at running for State Politics, he decided to return to Accounting and Finance. Until recently, Rodney was a Senior Financial Planning Manager for a major Bank, and headed a team which serviced Gippsland. He has now decided to pursue his own boutique Practice, and has joined forces with Financial Wisdom.


Rodney holds a Bachelor of Economics Degree from Monash University. He is Certified Practising Accountant (CPA) and holds the designation as a Financial Planning Specialist. He also has a Diploma in Financial Planning and is a Certified Financial Planner (CFP).

Rodney is a Registered Tax Agent and is a Justice of the Peace.

Additional Information

Rodney really understands that Financial Planning needs of people alter as time goes on. A person's individual circumstances change, investment markets change, and the law changes. This creates the need to constantly review your Financial Plan and ensure that it remains on track.

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address Suite 3 82 Argyle Street Traralgon VIC 3844
Phone 51 76 0618
Mobile 0408 395 495
Email rodneylavin@bigpond.com