Financial Adviser · TAMWORTH, NSW

Rodney George Trustum

TAMWORTH, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000277980

Currently at

Flagstaff Wealth Management

Bundall, QLD (firm address)

View firm profile

About Rodney George Trustum

Rodney George Trustum is a financial adviser based in Tamworth, New South Wales, with 22 years of experience in the financial services industry since 2004. Rodney is currently authorised under Alliance Wealth, operating through Flagstaff Wealth Management. Rodney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rodney's qualifications include a Bachelor of Business (Accounting and Finance) from Southern Cross University. Rodney is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Business (Accounting and Finance)

Southern Cross University

1999

Chartered Accountant (CA) Professional Year Program

Chartered Accountants Australia and New Zealand (CA ANZ)

2009

Graduate Diploma of Applied Finance

Kaplan Higher Education

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2026

SMSF Regulations and Taxation Course (FPE020)

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Aug 2026 - Present Current

Interprac Financial Planning Pty Ltd

Aug 2016 - Aug 2026 Ceased

Ep Financial Services Pty Ltd

Oct 2008 - Jun 2016 Ceased

Source: ASIC Financial Advisers Register