Rob Symons

Crest Financial Planning

Silver
34 Yrs Experience
Fullarton, SA 5063

Recent reviews

Crest Financial Planning

Suite 1, 7 Nelson St
Fullarton, SA 5063

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Associate Diploma of Business
  • Language spoken
    • English

Expertise

  • Redundancy

Licensed by

Axies Pty. Ltd.

AFSL 339384

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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4.75

"I have been using Robert Symonds as my Financial planner for the past 11 years, During this time he has always attended to my requirements in a professional and timely manner. Advice in superannuation issues has been invaluable to enable me to reach my goals to provide for retirement. Robert has excellent knowledge in taxation requirements which was very helpful while I ran my business and after."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has been providing me with timely financial advice over the past 25 years, mainly in the area of superannuation. His knowledge, contacts & experience across a broad range of financial matters, has also been a huge asset in helping me understand & manage other elements and broader aspects of taxation, investment, redundancy and more recently the estate of my late wife, and the protection of my children's future in relation to my will & estate, in the event of my death. With excellent results based upon his advice over the years, Rob's expertise & his ability to communicate clearly & succinctly, has always inspired confidence. He's always been willing to add extra value, providing support and assistance when required, in liaising with my legal or other financial advisors in order to clarify a position or seek a point of view to enable me to make an informed decision. I have no hesitation in recommending Rob's services to others."

  • Superannuation
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have spoken to Rob on numerous occassions concerning my financial future and he has provided me with excellent advice regarding not only myself but my aging Mothers' finances as well. He appears to have excellent knowledge with regard to Superannuation (including taxation aspects), investment strategies and Government assisted schemes. I am close to moving my business to Rob."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Rob for the past 15 years. He advises and looks after mine and my Wife's super funds giving us honest and good direction. He meets with us on a regular basis explaining our options and recommending changes where he sees economic and stability in our super investments would benefit us. His knowledge of the market and his articulate and clear explanations provide us with utmost confidence in his counselling."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has been providing exemplary service to my partner and I over the last two decades. He has been honest and responsive despite the fact that we are now interstate. He is particularly adept at explaining the complexities of our tax system and the changing landscapes of investments and legislation. He has optimized our financial position by instilling sound insurance and investment advice. I will be continuing to receive advice from him; for his broad experience has assisted us in all manner of circumstances."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2018

Associate Diploma of Business

Level
6 - Advanced Diploma, Associate Degree
Institution
University of South Australia (UniSA)
Completed
1986

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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