Meet Our Team
We enjoy access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.
Team Leader
The Team
Geoffrey Rogers
Financial Planner/Director
Geoff specialises in superannuation strategies, investment planning, taxation planning, retirement planning including Centrelink, personal risk insurance and business advice.
He graduated with a Bachelor of Commerce, with a major in Accounting and a Sub Major in Law in 1993. He holds a Graduate Diploma in Financial Planning, from which he gained knowledge about various financial planning strategies.
Prior to joining Camden Valley Financial Solutions in March 2004 as Accountant and Financial Planner, Geoff was employed for 16 years in Business Banking with a major bank in Sydney and also spent time at a Financial Planning/Mortgage Broking company in a senior position.
In early 2017 Camden Valley Financial Planning was created out of Camden Valley Financial Solutions to provide a dedicated branch for financial planning.
Commercially-minded and practical, Geoff is highly valued for his technical knowledge and practical approach to helping clients and is praised by clients for his ability to provide simple advice on complex matters.
He has a love of all sports and is community minded with roles on the local Chamber of Commerce.
Geoffrey Rogers is an authorised representative (1258636) of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Robert Toscano
Paraplanner
Robert has extensive experience in the finance industry and 18 years specialising in financial services and providing strategic advice.
Over the years he has prepared and/or reviewed statements of advice for clients from all walks of life. He sees the clients goals as the most important thing and strives to ensure the client is always at the forefront of the advice.
Robert holds a Diploma of Financial Services (Financial Planning).
Robert is an avid bike rider and sports enthusiast.