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Rod Hayes

Rod Hayes

Director & Private Wealth Adviser

Rod Hayes B Com FCA.  Director & Private Wealth Adviser.  Authorised Representative No. 368453.

Rod has a Bachelor of Commerce, from the University of Queensland (1986).

From 1987 to 1999 Rod worked in two of Australia’s leading accounting practices providing taxation investment and general business advice to some of Australia’s leading owner managed businesses.  During this period Rod completed the Institute of Chartered Accountants Post Graduate Professional Program and has been a Chartered Accountant for the past 33 years.  Rod was elevated to a Fellow of the Institute in 2011.

In 2000 Rod commenced his speciality in providing Personal Financial Advice to successful Australians as a Senior Financial Consultant with Tynan Mackenzie.

During this period, this role extended to the successful opening of a branch of this company in Melbourne where he continues to reside having left Tynan Mackenzie in 2010 after 10 successful years.

Rod founded Hayman Private Wealth Pty Ltd in 2010 and merged with Boston in 2019.  He is now the majority owner of Blue Chip Wealth business from 2023.

 

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Adam Trajer

Adam Trajer

Private Wealth Adviser

Adam Trajer B. Ec DFP.  Private Wealth Adviser.  Authorised Representative No. 451706.

Adam graduated with a Bachelor of Economics, from the University of Queensland in 1990.

From 1991 to 2001, Adam undertook the NAB graduate program, and worked in retail and private banking roles focused on the provision of personal credit facilities in South East Queensland.

He moved to Melbourne in 2002 to pursue his Financial Planning career, and until 2007, worked in a variety of dealer roles with MLC and AXA.  In late 2007 he was invited to join the Melbourne office of Tynan Mackenzie as a Private Client Adviser and was responsible for the provision of personal financial and investment advice until August 2013.

In January 2014 he joined Hayman Private Wealth Pty Ltd as a private adviser and continued with Boston Private Wealth during the 2019 merger and rebranding with the Queensland business.  He remains an employee of Boston.

He has joined the Blue Chip Wealth Management Team in 2023 following the purchase of the business and has a minority shareholding in the business.

He has completed the following practice certifications.

  • Diploma of Financial Planning, Deakin University (2004)
  • Certificate in Self-Managed Super Funds, Tribeca (2006)
  • Certificate in Margin Lending and Geared Investments, Kaplan (2011)
  • Tax (Financial) Adviser qualification, TPB (2014)
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Graham Slip

Graham Slip

Private Wealth Adviser

smsfGraham Slip Authorised Representative No. 232476.

Graham has been working in the financial services industry since 1987.

He is the founding Director of Blue Chip Wealth Management Pty Ltd, an accredited SMSF Specialist and trusted financial adviser to hundreds of people.  Blue Chip has been providing prestige financial planning services to Australians and ex-pats around the world for over 30 years.  Clients seem to like us because we not only deliver tailored solutions to their financial issues, buy also because we simplify financial matters, making them easy to understand.  We specialise in proven wealth creation advice for people 10-20 years from retirement, as well as retiree investment management.

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David McSweeney

David McSweeney

Principal of McSweeney CA

David McSweeney Principal of McSweeney CA.  Authorised Representative No. 1239895.

David, along with his father Brian McSweeney is a Principal of McSweeney CA (Consulting Accountants), tax, audit and business accountancy practice at Chatswood, NSW.

McSweeney CA has formed a partnership with Blue Chip Wealth Management Pty Ltd/ Graham Slip because they understand the relationship between a sound financial plan, good structuring and asset protection, taxation advice, estate planning, long term wealth creation, and exceptional client servicing.

David, as a Sub-Authorised Representative of Blue Chip Wealth Management Pty Ltd, is authorised to give advice limited to self managed superannuation funds (SMSF) only.

See more at: http://www.mcsweeneyca.com.au

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