Ropan Financial Planning Group

A Legacy of Financial Expertise

ROPAN boasts two decades of experience in the realm of wealth management and financial advisory, serving both local and international clientele. Founded in 2001, our team has established itself as a trusted partner for individuals and businesses seeking clear, effective financial solutions across diverse markets.

Our Philosophy: Building Trust Through Integrity

Our core values lie in building enduring client relationships founded on honesty, integrity, and mutual respect. We take the time to understand each client's unique circumstances, aspirations, and goals before meticulously tailoring our solutions to their individual needs. This personalized approach ensures that we deliver bespoke financial strategies that maximize value and achieve lasting success.

Partnering Across Financial Horizons

ROPAN operates across diverse financial segments, offering comprehensive services that cater to various financial situations and goals. Our expertise spans:

Financial Services

• Personalized wealth management plans
• Portfolio management and asset allocation
• Retirement planning and superannuation advice
• Corporate financial planning and risk mitigation

Private Equity

• Investment advisory for private companies seeking growth
• Capital raising and fund management
• Business turnaround and restructuring

Family Office

• Comprehensive wealth management for affluent families
• Succession planning and asset protection strategies
• Trust and estate management

Our Team: Guiding You with Expertise

Our team comprises experienced and passionate professionals who hold relevant qualifications and extensive experience in their fields. Led by experienced directors, Jason Panozzo-Tile and Rodney Gilham, our advisors work collaboratively to deliver tailored solutions and ensure seamless client experiences.

Commitment to Transparency and Accountability

ROPAN operates with the highest ethical standards and adheres to strict industry regulations. We are proud to hold an Australian Financial Services License and operate under the Australian Securities and Investment Commission (ASIC) guidelines.