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5.00
1 Review

Simon Robinson

RSM Financial Services Australia Pty Ltd

Gold
11 Yrs Experience
Sydney, NSW 2000

My ultimate aim is to provide lasting, positive change to my clients lives. By uncovering my clients financial and lifestyle ambitions and concerns, I design a tailored strategy and provide ongoing guidance to not only secure their future, but also achieve their financial and lifestyle aspirations.

Covering wealth accumulation, superannuation (including self-managed superannuation funds), retirement planning, aged care and estate planning strategies, I aim to cover all bases an become the trusted advisor for all of my clients.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

My fee is tailored to your circumstances, preferences and my value add, and is agreed upon up front. Clarity and transparency is paramount.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

RSM Financial Services Australia Pty Ltd

Level 13, 60 Castlereagh Street
Sydney, NSW 2000

Licensed by

RSM Financial Services Australia Pty Ltd

AFSL 238282