MenuRobert Wright CFP®
About Me
I have been working in the Financial Planning industry for over 20 years and providing advice to clients for over 15 years. I am a Certified Financial Planner (CFP) and have a Diploma in Financial Planning. My passion is helping my clients achieve their personal and financial goals. My areas of specialisation are personal and wealth protection, business protection and succession and retirement planning.
Areas of Focus
- Aged care
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 21 Years -
Licensed By Capstone Financial Planning Pty Ltd
