Robert Dekkan

Strategic Wealth Planners Pty Ltd

Silver
25 Yrs Experience
Yagoona, NSW 2199

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 Norwest, 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 4.85
  • 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

Encompass Business Park U F6' SE 2, 101 Rookwood Rd
Yagoona, NSW 2199

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706