Thanks for dropping by my profile!
A bit about me:
My passion is to work with Self-Managed Super Fund Trustee’s and other Motivated Investors who love having control and input as to how their money is invested for their future.
For the past 20+ years I’ve been working as a financial advisor helping superannuation investors, small business owners (including farmers) and direct share enthusiasts on how to take back control of their financial situation from the banks and the large institutions.
BTW... In case you're wondering. No, there are no “get rich quick” schemes here. The advice I give is based on commonsense that my clients understand and that gets results. No fluff, no hype.
- If you want to find out more about what I do, you can contact me on email firstname.lastname@example.org or 03 5382 3460.
- If you’re keen to see the way I think check out our YouTube channel which is filled with great financial tips and investment advice.
- You may like to download our free educational publications:
Plus online courses and more can be found at our website.
Look forward to chatting.
We were very impressed with the way Rob listened to our story, and then formulated an opinion on how we could move forward into retirement in our future years.In just one hour, we were made to feel very comfortable that he had a grasp of our position, and offered some really helpful and important ideas on how we could go about it. We will certainly follow up with Rob on these ideas to get the best outcome for us and our children. Thanks Rob.
This was the first time we had seen a financial adviser and we were not disappointed! Rob was in tune with our situation and gave us advice we will definitely take forward. We felt comfortable to ask any question, and we feel confident moving forward that we are in a good financial position. We would definitely recommend Rob and his team to anyone and will use his services in the future.
I was sceptical when my husband said we were going to drive for a couple of hours to see a financial adviser he found on the internet. What a pleasant surprise. Right from the moment we were greeted by Jess to meeting Rob and Amy. The service was second to none. Rob is extremely knowledgeable and very easy to communicate with. He took the time to listen to our story and respond with ideas that made us feel safe in our decisions. It was well worth the drive. We will definitely be back for more advice in the future. Thank you so much for being approachable and making us feel important.
Approaching retirement age, I felt it was important to obtain professional advice regarding my financial situation, particularly in relation to income tax and the opportunities available to me through superannuation. I had used Ashley at Consortium Private Wealth previously and was very impressed by the advice he had provided during my mother’s transition to aged care. I met with Rob and Olivia who were great, taking the time to understand my personal situation and my financial objectives moving forward. They offered me excellent advice during our initial meeting and have followed through as promised with further advice on capital gains tax specific to my situation. Following these discussions I feel confident in my financial security moving forward and will not hesitate to contact them for further advice in the future. A very professional business and experience – thank you and well done.
Rob was very friendly on our first meeting. His knowledge regarding our enquiry was very board and he provided all the information we required very professionally.
- Adviser status Platinum
- Number of reviews 225
- First year providing advice 1998
- Years of experience 25
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Consortium Private Wealth24A Darlot Street
Horsham, VIC 3400
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Consortium Private Wealth