Financial Planning

Acumen Financial operates its own Australian Financial Services Licence, is not owned by an institution and is therefore free to select investments or products based on their merits.  The qualifications, technical knowledge and experience of our Principal advisers allow us to provide quality advice on a broad spectrum of financial planning matters. 

Remember there are things you don't know and you don't know that you don't know them!

We can assist clients with best practice advice in the areas of Wealth Accumulation (growing and building your assets), Retirement and Superannuation.  Further details of these topics can be found by clicking on the headings on the sidebar or at the end of this page. 

The qualifications and experience of our Principal advisers and key client contact staff are listed below:

Rod

Rod Dell

Rod Dell
CFP (Certified Financial Planner), Diploma of Financial Planning, Diploma of Life Insurance, Bachelor of Arts.
Rod is the founder of Acumen Financial with over 25 years experience in the industry.  Rod's area of expertise is in assisting clients with wealth creation, superannuation planning, life insurance and business superannuation.  Rod's success is largely due to his friendly and easy going nature, and his genuine care and attention towards making sure his clients achieve their goals.  Rod takes away any feelings of anxiety that his clients have about their financial affairs, giving them peace of mind that they're in good hands.

Susan

Susan Reynolds

Susan Reynolds
CFP (Certified Financial Planner), CPA (Certified Practising Accountant) FPS (Financial Planning Specialist), Diploma of Financial Planning, Bachelor of Business.  Susan focuses on adding value to her clients by offering them better ways of managing their money.  Susan sees it as a personal challenge to find more effective ways for her clients to maximise their wealth.  Susan's success comes down to being trusted by her clients for her technical excellence and proactive communication.  She always goes out of her way to assist her clients to ensure they are doing everything possible to advance their financial position.

Lyn

Lynette Dell

Lynette Dell
Diploma of Financial Planning, Bachelor of Education.  Lynette is our risk protection specialist.  Lynette has many years of extensive experience in analysing risk products and helping advisers select an appropriate product for the clients circumstances.  From the very begining Lyn is available to guide and assist clients and make sure the policies are in place as quickly as possible.  If you need to make a claim you are not left on your own.  We believe many advisers overlook  family protection and protection of clients biggest asset, their income.   Lynette's experience and expertise in risk protection management helps us ensure we can offer you suitable solutions to protect you, your family and your business needs.

Gen

Gen Radecki

Genevieve 'Gen' Radecki
Currently studying Diploma of Financial Services.  We call Gen our Client Services Manager Extraordinaire.  Gen has a friendly and customer focused attitude.  Whatever task Gen undertakes it is completed efficiently in a timely manner.  Gen has a unique ability to put clients at ease and ensure they receive the assistance they are looking for.  Clients often speak admiringly about Gen's genuine care and attention and they appreciate her thoughtfulness.

Wealth Accumulation

Retirement

Superannuation

Business Owners