Robert Daniele

Minerds Bell Consultancy Group

Gold
5 Yrs Experience
Kingswood, SA 5062

I am a financial planner from Adelaide, SA.

I have a strong focus on guiding those who are leading into retirement and in retirement as it can be quite a complicated area that is forever changing through personal lifestyle changes, financial changes and other changes such as legislative. Using my experience and education ranging from a Bachelor of Commerce (Accounting) and an Advanced Diploma of Financial Planning - I try to simplify and maximise retirement outcomes for my clients and work together through the changing landscape.

Key areas of focus:

  • Advising those aged 55+ who are leading into retirement and those who are already in retirement.
  • Helping clients approximately aged 50+ who are thinking of ways to maximise their retirement.
  • Utilising superannuation, investments and tax effectives strategies to build wealth.

To find out more:

  • Click on the above tab "Get in touch"
  • Contact myself on 0428 421 122
  • Email me at robert.daniele@minerdsbell.com.au
  • Or visit http://minerdsbell.com.au/our-services/

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Borrowing
  • Tax Strategies

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.93
  • Number of reviews 7
  • First year providing advice 2018
  • Years of experience 5
  • Highest qualification
    • Bachelor of Commerce (Accounting)
  • Language spoken
    • English

Minerds Bell Consultancy Group

79 Belair Road
Kingswood, SA 5062

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Charter Financial Planning

AFSL 234665