Rob Devlin

Tribeca Financial

Gold
8 Yrs Experience
Hawthorn, VIC 3122

Recent reviews

Tribeca Financial

Level 1, 110 Church St
Hawthorn, VIC 3122

Opening hours

  • 8:00am – 6:00pm Monday – Tuesday, Thursday – Friday
  • 8:00am – 8:00pm Wednesday

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 14
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of International Business
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

My Dedicated Advisory Pty Ltd

AFSL 485683

4.70
14 Reviews
5
4
3
2
1
4.80
Clear communication
4.55
Knowledge & expertise
4.90
Customer care
4.45
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Robert has always been informative and patient when it come to explaining things especially to me as I do not alway understand all the details. He has always made me feel comfortable and confident and I always feel that I am receiving his full attention"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Robert was very comprehensive in covering all aspects of our financial affairs. He also provided practical and well explained options for our consideration. We always leave with a sense of confidence that we are in good hands."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Good bloke who knows his stuff."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert gave us good advice on our financial position and on the performance of our superannuation investment. He also advised us on a specific question relating to death duties. We always leave our meetings with Robert feeling happy and satisfied with his advice."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob is so thorough with this advice and he is always happy to spend the extra time explaining everything. Nothing is too much trouble for Rob and his help with managing our finances and growing our investments and creating a bright future for our children has been incredible."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am a fairly new client ,but I am happy and confident with the advice I have received . The knowledge and reliable advice is what I am looking for."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always helpful and prompt advice,that we take. Would always look to Robert to ensure we future security. Grateful to have him 'on side'"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Rob is helping us manage our supetannuation in our retirement"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Robert has been providing advice around superannuation and retirement over the past few years. He always interacts in the way I want rather than just doing things his way. This is particularly important for me because I am probably not a typical client with respect to following advice. I know what I should do to secure my retirement, but I don't actually do it and Robert is good at working with this while still offering very sound guidance."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Robert is always helpful & a pleasure to deal with I feel comfortable my portfolio is being recommended in my best interest"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending 928S

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Bachelor of International Business

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2012

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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