Robert Mehew

H.A.M Financial Services Pty Limited

Silver
20 Yrs Experience
Kingswood, NSW 2747

Recent reviews

H.A.M Financial Services Pty Limited

Kingswood Square, Building B, G04, 240 Great Western Hwy
Kingswood, NSW 2747

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

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

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies

Qualifications & Training

Taxation Planning

Level
0 - Training / Exam / Other
Institution
Macquarie University
Completed
2002

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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