Robert De Lepervanche

Compass Financial Management

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 4.85
  • 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

4.85
10 Reviews
5
4
3
2
1
4.75
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"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."

  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"integrity is a big thing with Robert and you can see this when dealing with him"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Always explains everything in detail in a way that is easy to understand.Nothing is ever too much trouble."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Robert & his team have always been wonderful to both Neville & I.We have been a client of Robert's for at least 17 years & now we are retired we value his services even more.He understands our personalities,concerns & desires & manages our finances accordingly."

  • Government Assistance
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always very happy with the way Robert handles our affairs. He is always polite, knowledgeable about the subject in discussion."

  • Superannuation
  • Aged Care
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert and staff have been and still are excellent to work with. Very happy with advice, recommendations and strategies. Comforting to work with people that are down to earth and easy to communicate with."

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

"Robert and his Company Staff are always courteous and efficient regardless of the time of day! The recommendations that Robert provides have been of great value and assisted us when required. My wife and I have been impressed with the overall knowledge and expertise of Robert and staff."

  • Government Assistance
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Bachelor of Agricultural Economics

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
1991

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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