About Me

Rob Gaggero has been working as a financial planning professional since 2004. He currently holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Planning via Kaplan Professional. He has recently completed his Graduate Diploma of Financial Planning with TAFE NSW Higher Education in 2024 with a Distinction score. He is also a NSW Justice of the Peace and is an Associate Financial Planner® with the Financial Advice Association Australia (FAAA) since 2005.

Rob has developed a reputation for delivering customized financial strategies that reflect his clients' unique circumstances and goals. With this as the focus point, Rob is committed to empowering clients to achieve their financial goals, whether they are planning for retirement, managing investments, or navigating life’s significant transitions.

Backed by a team of leading research analysts, Rob can provide clients access to a range of leading Australian and international fund managers as well as listed investments.

Rob is an active community member and is a proud supporter and sponsor of local basketball groups. His commitment to giving back reflects his broader values and dedication to enhancing the community. Rob is committed to building long term relationships with clients by providing them with appropriate personal advice and professional ongoing service.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Oreana Financial Services Pty Ltd