Robert De Lepervanche

Compass Financial Management

4.90
10 Reviews
Gold
26 Yrs Experience
Port Macquarie, NSW 2444

COMPASS became a Certified Quality Advice Practice (CQAP) in 2006 and have maintained CQAP since. Also, in 2014 we won the Mid North Coast Regional Business Awards and are now Finalists in the NSW State Business Awards for the independently judged category of 'Excellence in Business Ethics'. This category was judged by people who have NO association with Port Macquarie or Mid North Coast (judged externally) and included businesses in the Medical Profession; Charitable Organisations; Disability Services; Employment Services and others. We wanted to be independently scrutinised for our Honesty, Integrity and Professionalism particularly in a time when so much focus has been placed on our Industry. We are proud to be representatives within our Profession and winning was truly gratifying.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • 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 Gold
  • Rating 4.90
  • Number of reviews 10
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Bachelor of Agricultural Economics
  • Language spoken
    • English

Compass Financial Management

Five Star Complex, 158 Gordon Street
Port Macquarie, NSW 2444

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665