Robert Greig

Apt Wealth Partners

Gold
7 Yrs Experience
Sydney, NSW 2000
Robert has over 7 years of experience in the financial services industry. His qualifications include a Bachelor of Applied Social Science, an Advanced Diploma of Financial Planning and a Masters of Financial Planning. Robert is a Financial Planner AFP® with the Financial Planning Association of Australia. Financial security is something that every Australian strives to achieve. It has a considerable impact on your quality of life, both now and into the future. We know that financial planning can seem complex and time consuming. At Apt Wealth Partners, our focus is on helping you navigate the financial journey, ensuring that you can still live for today while keeping an eye on tomorrow.

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Apt Wealth Partners

Level 28, 31 Market Street
Sydney, NSW 2000

Licensed by

Apt Wealth Partners

AFSL 436121

5.00
10 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Working with Robert has been extremely beneficial for understanding how my future will look in terms of superannuation, money management and investments for my retirement. His knowledge of the financial ecosystem has given me confidence in the decision we make together for my future. I would highly recommend him to family and friends because of his attention to detail and follow up on actions made."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has been easy to work with, and has made a point of chasing us to ensure we understand the advice being provided, and the reasoning behind it. He actions that advice quickly and effectively This is important, as much of the value of having a financial adviser is someone worrying about your finances for you when you don't have the time or expertise to do so!"

  • Insurance Protection
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert is very conscientious and thorough and always delivers on his commitments. His advice is simple, easy to understand and I trust his judgement. Although we have not been with Robert for very long he has already delivered some notable results for us."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been referring clients to Robert for a number of years, including my own personal affairs. He has always put the clients interest at the forefront and provided them with sound advice, and they appreciate his friendly yet professional service. I have every confidence that any client I refer to him will receive the best service."

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

"I'm very happy with Rob's performance and would happily recommend him to anyone looking for financial, or related, advice"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has a great understanding of all things insurance and super and does a great job translating information in a way that is easy to understand."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert is a fantastic financial adviser. He understands my financial needs and makes excellent, personal recommendations. I would be happy to recommend him to anyone seeking a financial adviser."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I am really happy with the investment advise i have received from Robbie. He is always available to answer any questions that I have and is excellent at explaining things in a way I understand."

  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has helped me consolidate my portfolio and get my financial planning right back on track. His communication is always clear and he is always available to answer my questions. I find him very well informed and feel very comfortable working with him. C. 2095"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Wouldn’t want anyone else looking after mine or my families super. Always helpful and very informative. Would highly recommend"

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate in Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Financial Planner AFP

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2017

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Robert's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Robert able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Robert's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Robert to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Robert?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Robert provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Robert may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Robert Greig
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens