Verified recordFinancial Services

Roger Hancock

Chairman and Principal Adviser at The Wealth Connection

Based in Canberra, Australia

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Seniority

C-Team

Department

General Business & Management

Location

Canberra

Industry

Financial Services

Company size

16

Contact information

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Email

1 credit

r•••••••@thewealthconnection.com.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About Roger Hancock

Roger’s experience in the financial sector commenced in 1978, and after spending 10 years in Banking and Finance with a leading domestic bank, moved to Financial Advisory and Wealth Management in 1986. Roger has been instrumental in building a successful Financial Advisory and Private Wealth Management business in Canberra and nationally, and which was one of the first practices in the industry to operate solely on a fee for service basis, from early 1990. Roger’s strong belief and commitment is to provide effective and unbiased financial advice and wealth management, by remaining free of product or sales pressures and restrictions. He believes trust needs to be earned and that clients value highly, quality advice and sound ongoing relationships, where their adviser “sits on the same side of the table” as them. Roger advises in the private wealth sector to professionals, executives, business owners and retirees, as well as larger family connections, Corporations, National Associations and Charities. Specialties: Financial Advice and effective strategy development Wealth Management - accumulation and preservation Working / Business / Retirees / Corporations Superannuation, Retirement Planning, Tax minimisation, Wealth and Portfolio Management

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