Having worked in the customer service and financial industry now for 18 years it was great to get my start in Financial Planning 12 years ago as I completed my Professional Degree in Financial Planning so I could combine my service skills and knowledge to improve or better someone's position.
With so many now approaching or entering retirement I have developed a keen passion to help those enter retirement with more of their hard earned and government entitlements to allow them to get into retirement sooner or more comfortably.
Not to forget those still accumulating and taking on large debts, I enjoy the challenge to help develop a suitable plan to tackle these debts, build wealth and protect ones way of life.
My customers value the time, care and communication I put into working with them on acheiving their goals and objectives.
Check in with me on 0401 352 041 or email@example.com
I have the required Educational standards and completed FASEA Ethical examination requirement.
Robert has always been avaliable via phone or email anytime regardless of having set appointments for my queries and financial issues. He's able to explain in simple terms how my transition to retirement, superannuation, insurances and taxes can benefit me to obtain my retirement goals and build my superannuation. I have much confidence in his advice, always have and really appreciate his concern for my financial welfare. Very approachable, pleasant young man, doing a great job.
Robert has always been a fantastic financial adviser and is very knowledgeable in the products available on the market. He is always just a phone call or email away and no issue is too big or small. He explains everything in a way that is easy to understand. He gets to know you, your family, your lifestyle and hobbies so when you want something he is there with answers on how to achieve it. I would confidently refer him to my family and friends without hesitation. I give him 10 out of 10 in all areas that we have needed him. A top adviser and a top guy to boot
Robert has been an excellent adviser in giving me advice in what to do with my superannuation fund. His options were clear and understandable. He has always been available when I asked him a question by phone or when I wanted to meet with him personally.
Everything was clearly set out and easy to understand. All the possible outcomes were fully covered, with regard to future market trends.
Robert was very professional and explained everything in a way my husband and I could confidently deal with our super and investments. His wealth of knowledge was outstanding and we would not hesitate referring other clients in his direction. Thank you Robert, we appreciated your time and effort and appreciated you taking the time to ensure we understood your advice and expertise.
- Adviser status Silver
- Number of reviews 11
- First year providing advice 2009
- Years of experience 14
- Bachelor of Commerce
- Bachelor of Commerce (Financial Planning)
Crest Wealth Advice Pty Ltd4 Miami Ky
Broadbeach Waters, QLD 4218
- 9:00am – 5:00pm Monday – Friday
Crest Wealth Advice Pty Ltd