Robert Bacsko

Apex Wealth Group

Gold
21 Yrs Experience
Oran Park, NSW 2570

Recent reviews

Apex Wealth Group

Suite 208, 351 Oran Park Drive
Oran Park, NSW 2570

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Robert Bacsko seamlessly explained the various retirement based rules and strategies and provided a considered and researched advice which allowed my parents to claim entitlements they were not aware of. Robert's experience was evident in his advice on asset structuring allowing my parents to spend their time ticking off the bucket list rather than stressing about their retirement. Robert regularly informed me and my parents throughout the process, which was immensely comforting. Thank you, Robert, and I hope you assist others in unlocking their retirement dreams."

  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Roberts advice and strategies easy to follow and very helpful ."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Integrity Education Group
Completed
2013

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Western Sydney University (WSU)
Completed
1998

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

SMSF Association (SMSF)

Membership type
Associate
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