Roger Ward in

Roger Ward

Balancer · DISC type S
Business Owner at Roger Ward & Associates Pty Ltd
📍 Newcastle, New South Wales, Australia

Roger Ward is a veteran Financial Planner, active since 1983, and the owner of Roger Ward & Associates Pty Ltd. His firm is known for its holistic approach to client security, specializing in a full range of insurance services. He is a member of the Financial Planning Association.

Roger has been providing financial advice for over four decades.

Read the full overview →
Experience
42 Years
Current Role
Business Owner
Job Level
Mid-senior
Location
Newcastle, New South Wales, Australia
Personality Overview

How Roger shows up

Empathetic
Good Listener
Process-Oriented

Even if it takes time, they prefer following the process. They are polite and respectful but practical. They are comfortable taking a long term view.

Priorities

Topics Roger cares about

Holistic Financial Planning
He has built his company around providing a full, holistic approach to helping clients meet their goals and secure their financial freedom.
Insurance Services
His firm, Roger Ward & Associates, provides a full range of insurance services, indicating deep expertise in this specific area of financial planning.
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Career

Work history

6-1983
Business Owner
Roger Ward & Associates Pty Ltd
6-1983
Director / Financial Planner
Roger Ward & Associates Pty Ltd
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1972 - 1975
Education details unavailable
Lambton High School
Education details unavailable
Lambton High School
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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