You get the best of both worlds at Lifewise Financial Solutions & EKA Wealth Management. There's the confidence of knowing you're with one of the most well known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.

Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.

 
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Bradley Rogers CFP®

Financial Planner / Director

Adv Dip FS(FP).B Com

Bradley Rogers CFP®

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Bradley Rogers CFP®

Financial Planner / Director

Adv Dip FS(FP).B Com

Bradley has been providing financial advice to clients since 2005 and has worked in the financial services industry for over 15 years.

Bradley holds the internationally recognised Certified Financial Planner™ or CFP® qualification, has completed the Diploma of Financial Planning and holds a Bachelor of Commerce (Business Law & Finance) from Monash University.

He enjoys working closely with all clients to develop effective solutions to ensure my client’s financial goals are achieved. I am continually updating my qualifications and look forward to providing full comprehensive advice to meet your lifestyle and financial goals.

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Emma Arthur CFP®

Financial Planner / Director

B.Bus (Acct) Adv Dip FS (FP), Accredited Aged Care Professional TM

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Emma Arthur CFP®

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Emma Arthur CFP®

Financial Planner / Director

B.Bus (Acct) Adv Dip FS (FP), Accredited Aged Care Professional TM

Emma has worked in Financial Services for over 15 years she thoroughly enjoy the challenges that working in this industry provides.

Emma holds the internationally recognised Certified Financial Planner™ or CFP® qualification, has completed the Advanced Diploma of Financial Planning and holds a Bachelor of Business (Acc) from Latrobe University and is an Accredited Aged Care Professional™.

She enjoys working closely with her clients to develop comprehensive strategies that can assist them in achieving their financial goals and objectives and forging long term relationships.

Being an Accredited Aged Care Professional™ Emma has an intricate knowledge and understanding of social security and aged care issues.

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Jaime Ducane

Client Services Officer

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Jaime Ducane

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Jaime Ducane

Client Services Officer

Jaime joined the Lifewise EKA Wealth team in 2017.

Jaime currently studying her Bachelor of Law at Deakin University. Jaime lives and works in our Geelong office. Jaime assists in the construction, preparation and implementation of advice documents.

Outside of work, Jaime enjoys spending her time keeping active and with friends and family.

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Kate Gabbe

Client Services Officer

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Kate Gabbe

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Kate Gabbe

Client Services Officer

Kate joined the Lifewise EKA Wealth team in 2017.

Kate holds a Bachelor of Commerce (Financial Planning, Accounting & e-Business).

Kate has worked in the Financial Services Industry on and off for the past 17 years. Kate assists in the construction, preparation and implementation of advice documents, as well as managing our internal compliance and client database. Away from work Kate enjoys spending time with her two boys.

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Laura Miller

Client Services Officer

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Laura Miller

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Laura Miller

Client Services Officer

Laura joined the Lifewise EKA Wealth team in 2018. 

Laura has worked in administrative roles including the Finance, Accounting and Insurance industries before joining our team.  She is the first point of call for our clients, she also assists in the construction, preparation and implementation of advice documents.  Outside of the office, Laura enjoys spending time with her family and friends, and getting into the outdoors.