ROPAN Financial Services Group

01/06/2026

As we enter EOFY we want to draw your attention to Episode #12 'Ending the Financial Year Right' from our podcast Conversations on Wealth ~ published last year.

In this podcast, we welcome ROPAN advisor Nick Cullis sitting alongside ROPAN co-founder Rodney Gilham.

Rodney discusses how busy he is as a financial planner as the financial year comes to a close. As we approach June 30, it becomes a particularly hectic time for the advisors at ROPAN — but why?

We’ll explore the various tasks that ensure the best outcomes for clients at this time of year, such as contributions to super, minimizing pension penalties, managing complexities around self-managed super funds, and planning complicated property transactions that need to be executed in a specific manner.

We discuss how planners work effectively with accountants and how advancements in technology have reduced the time spent on compliance, allowing more time to provide better advice.

We ask: Is the market more sophisticated than it used to be? Do strategies now require a deeper level of planning and advice because of this?

As EOFY fast approaches, we pose the question: Do you have all the advice you need? Rodney’s passion shines through in this episode, highlighting the complexities of proper financial planning. What better time to book a consultation, explore your position, and get the right advice?

If you’d like to discuss any of these topics with further, feel free to contact Rodney, Nick and the greater ROPAN team

https://ropan.com.au/podcast/ending-the-financial-year-right/

Available on
Spotify | Apple Podcast | Google Podcast

Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor. Brought to you by ROPAN Financial Services founders and advisors Jason Panozzo-Tile and Rodney Gilham, who share their cumulative years […]

28/05/2026

With recent changes to capital gains tax laws, it’s more important than ever to ensure your investment strategy is structured to maximise long-term wealth outcomes. Property remains a powerful wealth creation tool but knowing when to hold, restructure, or sell can make a significant difference to your financial position.

At ROPAN, we help clients navigate evolving market conditions and legislative changes with strategic, tailored advice designed to protect and grow wealth over time.

Our approach extends across the entire property landscape, working closely with appointed agents, banks, developers, architects, planning consultants and interior designers both on and off market. By combining strategic financial insight with access to trusted industry networks, we help minimise risk while enhancing the long-term value of our clients’ property portfolios

26/05/2026

⭐️⭐️⭐️⭐️⭐️
"I just want to thank Nick Cullis for the amazing financial support.
Nick has been an absolute pleasure to deal with and has been very helpful the whole way through.
Hands down best financial advise ever! 10/10"

Thank you Sarah for your positive feedback!

If you would like to get in touch with Nick regarding both short & long term financial goals call our Traralgon office on 5174 6755 or alternativly email [email protected] to organise an appointment

17/05/2026

Romi, Scott and Rodney are doing the bi-annual King Island run this week.

This has been a regular routine for Romi for many years and continues with some 25 plus meetings scheduled over 4 days 😅

17/05/2026

Wealth management and advisory services is more than just a one-off process, it is a life long investment into your future.

Having established a long-term connection with the local community, you can be assured your needs will always be first.

There is no 'one size fits all approach', to create individual wealth management, we take our time, understand your circumstances and then find the right path for you.

As your assets mature, you may be interested in other areas of investment. Education is a key part of our service and we're qualified to help you understand how best to make your assets work.

16/05/2026

25 years ago today, Rodney Gilham and Jason Panozzo-Tilé opened the doors at 29 Breed Street and founded ROPAN Financial Services Group.

Having both built successful careers within Australia’s major banks and each recognised as Australia’s #1 Financial Advisers for the 1999/2000 financial year they shared a vision to provide tailored, independent financial advice in an increasingly complex financial world.

What began as a small Gippsland-based firm has grown into a respected wealth management and advisory group with a strong regional, city and national client base, built on long-term relationships, trust and consistent results.

This milestone reflects the loyalty of our clients, the commitment of our team, and the strength of the relationships we’ve built over the past quarter century.

Thank you to everyone who has been part of the ROPAN journey. We are proud of how far we’ve come and excited for what the future holds.

Here’s to the next 25 years 🍾

13/05/2026

Investing in a superannuation fund is your key to a happy and secure retirement. Making the right investments decisions now will allow you to reap the rewards in the future. We can strategically manage your superannuation by consolidating multiple funds, reducing potential tax that you could pay and managing your current fund to its maximum potential.

We will advise you on the available superannuation structures, and there appropriateness to your needs, such as a public offer superannuation fund, corporate fund, industry fund and or a Self-Managed Superannuation Fund.

07/05/2026

For 25 years ROPAN delivers high quality wealth management and advisory services

Every client circumstances are unique and we provide tailored solutions that offer maximum value

Accessing our services has never been easier as we continue to expand our office presence across regional Victoria

You can find us located at

📍29 Breed Street, Traralgon | 5174 6755
📍196b Macleod Street, Bairnsdale | 5153 2507
📍5 Edward Street, Bendigo | 1300 796 663
📍Level 1/77 Yarra Street, Geelong | 1300 796 663

01/05/2026

Great to finally have Wade McGirr from Results Financial Services join us today at ROPAN.

Results has recently merged with us and today is the first day he and his colleague Tim Rasmussen from Bendigo and their combined support teams have worked under the ROPAN brand today.

We look forward to supporting the Results clients and services across Victoria from our expanded offices now in the Bendigo and Geelong regions.

29/01/2026

🚧 Renovations may be happening at ROPAN Traralgon office, but its business as usual for us. We are fully open and here to help.
While things may look (and sound) different for a bit, it’s all part of an exciting transformation.
We can’t wait to share the finished space with you.