Robert Di Felice CFP®
About Me
As a diligent and passionate financial adviser, Robert's objective is to assist motivated people throughout Australia to become financially well organised by helping them make smart financial decisions across all areas of their lives. Robert offers personalised financial management strategies and investment management solutions. He also creates wealth protection portfolios for clients using the most appropriate insurance products available. Robert is particularly passionate about protecting his clients, and those they love, from having their financial aspirations derailed by unexpected life events. Having a positive impact on people’s lives and helping both them and their families achieve their goals and dreams is why Robert is in the industry.
Areas of Focus
- Aged care
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years
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Licensed By Financial Index Australia Pty Ltd