MenuRobert Coulson CFP®
About Me
I have over 34 years of experience and a passion for helping clients achieve their financial and lifestyle goals. I also have a passion for music, playing in the Preston Darebin City Brass Band, one of Australia's premier A-Grade Bands. Areas of expertise: - Superannuation and Retirement Planning, including Self-Managed Super Funds- Tax-effective investment and wealth creation strategies
Areas of Focus
- Aged care
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 21 Years -
Licensed By Integrity Financial Planners Pty. Ltd.
