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Adviser Profile

Rohan Benstead

Apt Wealth Partners

Rohan has worked in financial services for over 10 years, including experience in investment banking and accounting firms. Rohan's wide range of clients include young wealth accumulators, families, business owners, pre-retirees and retirees. No matter what life stage, his primary focus is to provide clients with specific advice, tailored to an individuals personal circumstances.

Specialities

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Aged Care Advice
  • Centrelink Advice
  • Personal Insurance
  • Debt Management
  • Estate Planning

Indicative fee

Advice is provided on a fee for service basis depending on the scope and complexity of the advice required. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

24 Moorabool Street Geelong, VIC 3220

Office Hours

Monday to Friday: 8.30am - 5.30pm.



Rohan Benstead is a representative of Apt Wealth Partners Pty Ltd AFSL No. 436 121 ABN 49 159 583 847 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.