Robert Chan
About Me
Robert is a Director at Burrell and heads the firm’s Wealth Management practice. With more than 20 years professional and retirement planning experience, Robert specialises in wealth management advice, superannuation and equities.
In wealth management, Robert’s advice covers savings plans, debt reduction, to the more complex areas of superannuation advice, transition to retirement strategies, estate planning, self managed superannuation funds and tax minimisation strategies.
Areas of Focus
- Aged care
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 20 Years
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Licensed By Burrell Stockbroking Pty Ltd