About Me

Robert has been in the financial planning industry since 2001 and works closely with his clients on an ongoing basis providing clarity and direction to effectively achieve their goals and dreams. He has an outstanding reputation for providing clients with quality financial advice on appropriate strategies, investments and insurance.

Robert acknowledges that each and every one of his clients has individual and specific requirements. Some of our clients are already financially successful and simply wish to protect and preserve what they have whereas others are seeking to grow their wealth. As a result, each client receives a tailored and unique service designed to ensure that his or her expectations are met and exceeded.

Robert enjoys being a trusted adviser to his clients, their extended networks and families assisting to build a better financial future.

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd