Robert Chiswell

Trilogy Financial Group

Silver
19 Yrs Experience
Mildura, VIC 3500

Recent reviews

Trilogy Financial Group

158-164 Langtree Ave
Mildura, VIC 3500

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 4
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.85
4 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
4.70
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

Sort by

5.00

"Presents himself in a professional manner at all times and easy to communicate with not good on writing comments will have to do"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Robert is consistently professional in his approach. He is willing to expand his knowledge and has a good network of professionals to assist him"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"over the years Robert and I have established a great friendly relationship. I trust Robert on the advise given to me. I would recommend Robert to anyone who is searching for a competent and knowledgeable financial advisor. Paul Kempen"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have been clients of Roberts for quite a few years now . We meet with him on a 6 monthly basis . He is very knowledgable and explains things for us . If ever we have a question in between there is no worries asking Robert- just email or ring and he gets back to us with an answer. We have become friends through our dealings and he is always interested to know about our family. He is a''nice bloke ' !!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2003

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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