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.
Robert has been managing my affairs for a number of years, both prior and since retirement in a very successful manner. He and his sympathetic staff recently assisted me with Aged Care and estate management matters in a most satisfactory way. Terry.
Rob has been managing my funds for several years and I have the utmost trust in his strategies to best assist me through my retirement years. His honest and friendly manner give me peace of mind during all discussions and meetings and I feel positive that he shall continue to fulfil his role as my financial adviser into the future with my best interests in mind. I would gladly recommend Rob's services to family and friends.
integrity is a big thing with Robert and you can see this when dealing with him
My wife and I have used Robert's services for 15 years and throughout that time we have enjoyed excellent service and advice. Robert is always available to provide counsel and to help us understand our choices. He has taken the time to truely understand us and our risk appetite to ensure we are always acting within a well structured long term plan that is right for us. Fiona and I have no hesitation in recommending Robert and Compass to anyone.
My wife and I have been a client of Robert for 18 years. He has always provided reasoned, clear advice and service that makes it easy to want to engage. He has looked after my elderly parents for the past 15 years and assisted them through some difficult financial times with explanation and guidance that has them reassured. I now do not take a financial decision of consequence, without first discussing with Robert, even if he says what I don't want to hear. His loans area under Michael is second to none and has saved us a lot of money and effort over a number of loans. Again, given what we have experienced, we would only use the loan services of Roberts team for any new loans.
- Adviser status Platinum
- Number of reviews 10
- First year providing advice 1996
- Years of experience 27
- Bachelor of Agricultural Economics
Compass Financial ManagementFive Star Complex, 158 Gordon Street
Port Macquarie, NSW 2444
- 9:00am – 5:00pm Monday – Friday
Charter Financial Planning