Wisdom Financial Services was established in January 1999 to provide a competitive range of financial solutions for medium to small businesses and householders. Our initial client base was acquired from Neville McGuckin and Associates, a well-established business for over 18 years. More recently, Wisdom Financial Services acquired Elliott Lincoln, a highly regarded financial planning practice in the Western Suburbs of Sydney.
In September 2004, Rod purchased the business premises in Liverpool, New South Wales. This location was selected for a number of reasons including it's easy accessibility by public transport and the ample car parking available directly behind the building.
Wisdom Financial Services is a family run business with Rod Booker providing advice and his wife Kim providing support in a variety of key functions. Wisdom Financial Services also employ two back office support staff in Jackie and Pat.
Wisdom Financial Services offer their clients a complete range of financial solutions under the one umbrella, providing a simple yet comprehensive management of all their financial requirements. Wisdom Financial Services pride themselves on consistently providing the very best investment, insurance and financial planning advice, allowing their clients to employ the most appropriate strategies and products needed to achieve their financial objectives.
Rod Booker is an authorised representative of Charter Financial Planning and part of the AMP Group. Since the days of bushrangers and the gold rush, AMP has been helping people manage their financial wellbeing so they can enjoy the future they want. Beginning in 1849 as The Australian Mutual Provident Society, an organisation offering life insurance, AMP has evolved over 150-plus years to a publicly listed company. AMP has emerged as a strong, highly adaptable company, supporting it's people and becoming an integral part of the economic and social fabric of its communities. Since acquiring AXA Australia in 2011, AMP has often been referred to as the 5th pillar alongside other financial powerhouses in the ANZ, National Australia, Westpac and Commonwealth Banks.
In an environment where there is increasing pressure on financial planning practices to get bigger to accommodate constant change, Wisdom Financial Services has made a conscious decision to retain it's own identity, providing a personal touch when it comes to ongoing advice and support.
Wisdom Financial Services pride themselves on consistently providing the very best investment, insurance and financial planning advice,
As an authorised representative of Charter Financial Planning Ltd, Rod can provide clients with a comprehensive range of personalised financial solutions
Rod is authorised to represent in the area of life insurance, income protection, permanent disablement cover, business insurance and trauma insurance
Rod has obtained the Advanced Diploma of Financial Planning and is also a member of the Financial Planning Association (FPA) as an Associate Financial Planner.
The Certified Quality Advice program maintain the highest professional practice operating standards that set the industry benchmark for high-quality financial advice
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