Robert Dekkan

Strategic Wealth Planners Pty Ltd

Silver
25 Yrs Experience
Baulkham Hills, NSW 2153
I believe Financial Planning is defined as a lifelong process of integrating personal values with the management of both human and financial capital for the betterment of oneself. Based in Yagoona in Sydney's west, my practice has been able to successfully merge the notion of specialist advisory firm with the backing of a large dealer group, such as AMP. Having recently finalised the acquisition of 2 well-established financial planning practices our valued clients are spread across various demographics which fits perfectly with our business model. Our collective capabilities, experience and team approach, allow us to offer and implement a wide range of financial strategies to people from all walks of life. We are passionate about helping our clients articulate and achieve their personal and business goals through providing a transparent and holistic financial planning service.

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.80
  • Number of reviews 35
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Strategic Wealth Planners Pty Ltd

Suite 23B, 1 Maitland Pl
Baulkham Hills, NSW 2153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.80
35 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 35

Sort by

5.00

"Robert has given me sound advice on how to invest my money to benefit me now and the future. I find Robert to be very thorough with everything. He always takes the time to explain everything to me and if I dont understand something, he will patiently explain it to me again. I find Robert to be genuine, patient, experienced, polite and trustworthy. I am always able to contact him if needed and he always takes the time to answer my questions. ??"

  • Government Assistance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy and pleased with all the work Robert has done for me and my family for many years."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Robert not only is professional in his approach and advice but also making you feel at ease and in a very relaxed atmosphere. He explains well and even though I sometimes am lost he seems to pick that up and explains/ advises in a “super for dummies” approach. And I don’t mean that in a disrespectful way. Always walk out feeling good and confident my super is being well looked after to help me reach my goal when I retire"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Our experience with setting up our SMSF, establishing our will as well as updating our insurances with Strategic Wealth Planners has been tremendously positive. In these volatile financial times Robert and his team’s ability and willingness to offer the right advice and guidance over the past few months was really appreciated in this instance. The prospect of doing this with limited knowledge can be quite daunting however he provided us with simple, easy to follow direction and explaining all the technical and legal requirements involved. We look forward to enjoying the rewards of Robert’s efforts over the coming years. I am pleased to recommend SWP’s services to others finding themselves in a similar situation."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly recommend Robert. His diligence has helped buffer my family’s superannuation through COVID-19 and he pays attention to the needs of the family. We value his advice and the efforts he makes to ensure much better outcomes than what we would have had without his assistance."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Robert has given me advice in areas of investment, super and personal insurance was always able to explain things to me in a clear way. Robert has helped us grow our investment strategy for both our Super Funds as well as our Indepent Investment Fund. He constantly reviews our investment portfolios looking for better options as well as ensuring our insurances are up to date with our needs."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"I do not have time to focus on investments and my superannuation, Robert does this for me and ensures he has his eye on things that I dont have time for. This is the beauty of the service."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob has been diligent in following up with me in relation to my movement towards retirement over the last 18 months or so. I have appreciated his advice as we structure things for my greatest advantage. I also appreciate his wisdom in relation to investment alternatives. He is very ably assisted by Brooke at the office who has been always extremely helpful whenever I call."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"1st class service"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've been working with Rob for a number of years on a holistic approach to all things financial. I couldn't be happier with the service he has provided me and the results have been well above anything I was expecting. I have recommended Rob to a number or family and friends who all feel the same. We need more Rob's in the industry."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 35

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2015

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2010
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Robert's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Robert able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Robert's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Robert to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Robert?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Robert provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Robert may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Robert Dekkan
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens