Dip FS (IP), Adv Dip FS (FP) CFP
ASIC Identification number 288857
Robert has worked in the Financial Services Profession since 2010. He is an ardent advocate for providing sound and holistic financial advice to clients.
With a background in small business, he understands the necessity and crucial reasons for providing personal financial security through appropriate insurance, wealth accumulation and retirement planning strategies.
Robert was previously employed as an adviser where the client demographic consisted of SME businesses and the focus was on appropriate strategies within this sector.
He has a particular interest in psychology so seeks to understand and engage the client sufficiently well in order to provide certainty, peace of mind and confidence. In his spare time, he has an interest in AFL and national/international politics.
Robert’s maxim: The best advice is to get advice.
ABN 54 139 889 535 AFSL 357306