Rob Reid profile photo

Rob Reid

CWP Solutions

Bronze
7 Yrs Experience
West Melbourne, VIC 3003

I am a Financial Planner working 7 years in the Financial Services Industry. My focus is on delivering exceptional customer service to clients and providing holistic financial advice covering all areas.

I believe that educating clients and creating a long-term financial plan ensures clients remain on track with their goals and increases their financial awareness throughout the various stages of their life.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Tax Strategies
  • Growing Assets

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

CWP Solutions

Office 2, 420 Spencer St
West Melbourne, VIC 3003
suite 5, 115 Hawthorn Rd
Caulfield North, VIC 3161
367 Greensborough Rd
Watsonia, VIC 3087

Meeting methods

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

Licensed by

Wealth Services Partners Pty Ltd

AFSL 535126