Adrian Rubinich

Propel Business Group Pty Ltd

Bronze
2 Yrs Experience
South Perth, WA 6151

Adrian draws on his knowledge and skillset to deliver tailored, practical advice that not only meets his clients’ needs but helps them feel confident and supported in every step of their financial journey. Adrian provides advice across a wide array of areas such as retirement planning, personal insurance, wealth management, self-managed super funds (SMSF) and borrowing to invest.

Adrian was initially drawn to financial planning because he enjoys meeting new people, establishing, and building relationships, and being able to assist clients in meeting their life goals and objectives.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 5
  • Years of experience 2
  • Highest qualification
    • Bachelor of Commerce (Finance and Financial Planning)
  • Language spoken
    • English

Propel Business Group Pty Ltd

23 Richardson St
South Perth, WA 6151
Unit 4, 16 Hedland Pl
Karratha, WA 6714

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Gps Wealth Ltd

AFSL 254544