Allow me to introduce myself, most people call me Rob. I pride myself on being friendly and easy to talk too, I am a financial Planner with a difference.
I have worked in the Financial Services Industry since March 2001 and commenced as a Financial Adviser in June 2002 where I have worked with various major Financial Institutions before commencing my own practice H.A.M Financial Services Pty Limited with RI Advice Group as my licensee in May 2018. I completed my Diploma in Financial Planning and in addition I hold the internationally recognised Certified Financial Planner or CFP qualification. With these qualifications and experience, I am well qualified to help clients achieve their financial goals.
I have life experience and most importantly I can relate to most situations in life, having a family myself I understand the needs and wants that come with wanting and feeling the need to provide a safe, secure surrounding and environment for them to thrive, it is a promise we make when we enter a relationship or have children. These same promises are given to ourselves “one day when I have spare money” or “one day when I have time” but how many fall short to the promise you make to yourself and a partner if you are lucky to have one.
My qualifications span over 20 years with knowledge from education which is ongoing to stay at the top of my game along with life and professional experiences I have the ability to help people achieve their promise to themselves. “ One day” can become” today” with help and guidance which I promise to all my clients, I can forge out and support with financial plans for the future. I can help with life changes that can put stress on the way we control our ability to survive unexpected life situations.
Holistic Advice Management (H.A.M) means to me family and family of all money matters, everything from retiring to estate planning, empowering people to know that I have the right tools to help achieve their promises to their family and loved ones but also the promises to themselves and achieve that “one day” today attitude.
A quote I really love “ You can’t stay in your corner of the Forest waiting for others to come to you. You have to go to them sometimes.” This means in our business, we recognise the individual client needs and the need for them to be recognised as individuals whilst going above and beyond to give them the most appropriate Advice for them to feel supported and secure, this will ensure their continued loyalty and help them out of the Forest with good old know how.
Rob has been helpful, trustworthy and reliable when it comes to managing my finances and is always willing to assist whenever required.
I first met Rob via my husband nearly ten years ago (his Financial Planner), then later he became my Financial Planner as well. When I lost my husband, Rob helped me with everything. With all my dealings with Rob over the years he has always shown extreme dedication, honesty and integrity to any of my needs or fears. He was always there when I needed any advice/follow-up or query and always answered everything in plain English that was easy for me to understand. He is extremely honest & open, and his integrity is impeccable. Both Rob & Brenda became incredibly special to me (especially after I lost my husband in 2017). I was also one of Rob's long-distance clients, he always tried to visit (in person) at least 2 or 3 times a year to discuss what was happening within my portfolio and always tried to make sure that I fully understood where and what was happening. I would recommend Rob as your new Financial Adviser in a heartbeat.
Robert has served Mary and I for over a decade now, He has from day one shown his dedication to serving all our needs, he gives us nothing less than 100% dedication, he explains all our concerns in plain english and we never find it difficult to ask Robert questions in regards to our investments 24/7. Robert is a godsend in an industry which handles many vulnerable older people, his honesty, integrity are impeccable. Both Mary and I have come to feel like Robert is part of our family, we are extremely confident in all of Roberts advice. Thank you Robert.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2002
- Years of experience 21
- Certified Financial Planner (CFP)
Discovery Wealth AdvisersKingswood Square, Building B, Suite G04, 240 Great Western Hwy
Kingswood, NSW 2747
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call