Robert is the Managing Director and Principal Advisor of Pinnacle Private Wealth Pty Ltd.
With extensive experience in the Financial Planning Industry, Robert has spent over a decade as a Senior Financial Planner offering advice to individual clients as well as small and large Business clients.
Prior to establishing Pinnacle Private Wealth in 2016, Robert held various roles in St.George Bank. In his latest role in St.George Bank, Robert was a Senior Financial Planner.
His key role is to provide Holistic advice and work closely with our clients to meet their lifestyle goals and objectives.
Robert will take the time to listen and understand each clients’ needs and aspirations. Once this is achieved, he will create a Medium-to Long-Term strategy to assist clients’ to reach the Pinnacle of their Financial Goals and Aspirations.
This experience provides a unique blend of skills suitable for clients seeking quality strategic advice and comprehensive financial planning.
Robert's Authorized Representatives ASIC Number is 001003282.
Robert is available in person whenever I need his support and has even visited my home to make things more convenient. Robert is available by mobile phone or landline including calls and messaging. He is also available by email and uses document management with great skill. Robert's responds promptly and he communicates periods of unavailability with options to make contact. Robert adds personality to a serious profession and encourages contact. I have recommended Robert to a number of people and will continue to do so. His knowledge is expansive.
Rob has been my adviser for a number of years and is always contactable and responds promptly to any queries.
Rob has been always helpful of any problems I have had and been very quick to solve the problems.
I have little understanding of finance and Rob is so very patient and ensures that I get it with great patience. I call him with so many little problems and he always takes time out to get back to me swiftly and advise me. Couldn't think of anyone better to care for my finances.
Rob's assistance has been extremely useful in planning and managing my retirement. On several occasions he has saved me money with banks. He is always available and quick to respond to my requests.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2003
- Years of experience 20
- Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Private Wealth Pty LtdGovernor Phillip Tower, Level 36, 1 Farrer Place
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Capstone Financial Planning Pty Ltd