Here's our team
A great bunch of people and really good at what they do. Find out more about them or get in touch for a chat. We're always here to help.
A great bunch of people and really good at what they do. Find out more about them or get in touch for a chat. We're always here to help.
Amir Rodnia (Authorised Representative No 1298905) joined The Peak Partnership in November 2023 as one of our Financial & Risk Insurance Advisers.
Amir's initial career ambitions centred around mechanical engineering (inspired by his father), where he would hold positions designing CNC machines, manufacturing centrifuges for sugar refineries, designing automobile parts, and finally as a quality control engineer at a skyscraper structure manufacturing plant.
Looking to expand his horizons, Amir then ventured into retail, hospitality and business consulting, before beginning his financial planning career.
With a focus on formal study, Amir fast-tracked his career learning by gaining Diploma, Graduate Diploma, Advanced Diploma and Master of Financial Planning qualifications in just over two years. At the same time, Amir quickly moved from a paraplanning role to Financial Adviser with a boutique Brisbane firm.
Amir is also an accredited SMSF Specialist Adviser (SSA®), an Accredited Behavioural Finance Professional (ABFP®) and a Chartered Retirement Planning Counselor (CRPC®).
Prior to joining The Peak Partnership, Amir's role required him to work autonomously – giving him an understanding of the reporting, compliance, administration and client support aspects of the profession.
Amir is technically-proficient (part of his background in engineering precision) with a multi-faceted background in financial planning to "provide tailored guidance and holistic solutions" for his clients. He is able to manage SMSFs, work with trusts, investments, superannuation and pensions, provide insurance and estate planning advice, and undertake complex strategy and long-term financial modelling.
A priority for Amir is to develop long-term client relationships by genuinely understanding their needs and financial goals.
View or download Amir's Adviser Profile here.
E: amirr@peakpartnership.com.au
P: 07 3360 9898
