Robin Sandover

The Wealth Designers

Gold
6 Yrs Experience
West Perth, WA 6005
I work with individuals, families and businesses to help them understand their financial circumstances and how to reach their short-term and long-term financial objectives. I start every client relationship by taking the time to understand their goals and how they ‘live well’, their appetite for risk and their current financial position. This information is then used to tailor advice specific to their needs. I provide advice across the following areas: - Financial and retirement planning - Estate planning - Investment strategies - Personal insurance - Superannuation (Individual and corporate) - Self-Managed Superannuation Funds - Debt management - Cashflow and budget management - Centrelink and other government benefits I am also surrounded by highly qualified specialists in self-managed superannuation funds, tax planning, estate planning and investing, that I can call upon for specific advice in relation to my clients’ unique circumstances whether they be an individual, family, or business.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 35
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

The Wealth Designers

Level 3, 682 Murray Street
West Perth, WA 6005

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

The Wealth Designers

AFSL 475964

4.95
35 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 35

Sort by

5.00

"Have been dealing with Rob for 2-3 years now and he has helped me goal set financially in regards to a plan to retire at age 55, much better savings habits, where to put my money, savings on insurances and is helping me to achieve those targets, he is always very helpful anytime I have a query or need financial advice and I would highly recommend him to anyone who needs financial help and advice. Not to mention a really friendly welcoming lad who cares."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since our first meeting, myself and my wife have had total confidence in Rob. He’s very knowledgeable, a great listener and understands our needs based on our financial position. We have full trust in Rob and the team at Provident and have made some great gains since setting up investments with them. Would highly recommend Rob to anyone looking at setting themselves up for the future."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has given me advice for the past 4 years on all investment issues which I feel very confident in and he does a great job."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robin has been providing me with retirement advice for 4 years as well as providing some Centrelink advice. I remain happy with his advice and it provides me with a lot of peace of mind knowing I can continue to receive my desired income through all of my retirement."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Had Robin as my Super Adviser for 4 years and have received the best advice so far. Returns have been consistently above benchmark."

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

"I have to say that Robin is the best financial adviser we have had. We are extremely happy and impressed with robin and his advice that he has given us in relation to debt management, superannuation and building our assets for retirement. He has guided us on the right path and we feel confident in our ability to retire shortly."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Robin has given me great advice and assistance in investments and managing my money."

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

"Robin has been giving me advice for the last three years in relation to my retirement and manages my Centrelink and Pension fund, I always find Robins advice easy to understand."

  • Government Assistance
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We found Robin to be easy to understand and formula a good advice document for myself and my wife's retirement."

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

"Robin has been looking after our financial services for the last 3 years and I have found Robin to provide very thorough financial advice in relation to Retirement and Centrelink and look forward to many more years of his helpful advice."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 35

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
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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