Robert Syben

The Investment Collective

Platinum
23 Yrs Experience
Camberwell, VIC 3124
I have a passion for people, and for helping them meet their financial goals. Prior to financial planning, I worked for many years in treaury and fund management roles. I'm tertiary qualified (in economics) and have held the Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia since 2002.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 35
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

The Investment Collective

Level 1, 4 Prospect Hill Rd
Camberwell, VIC 3124

Licensed by

Cip Licensing Limited

AFSL 471728

4.85
35 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 35

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4.25

"Robert was informative and easy to understand."

  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We where introduced to Robert by our accountant 4 years ago, he has been extremely helpful with sorting out our financial planning, insurance, shares and our wills"

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

"Robert has advised me and my ailing partner since my retirement. He has demonstrated and clearly communicated his wide expertise in financial and wealfare matters applicable to us in our retired life. I find him very courteous, enthusiastic, and sensible in our dealings when we periodically discuss my position. I have high confidence in Robert as a person and advisor."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has given me advice in areas including investments, self-managed super funds and managing debt. Robert was able to explain things to me in a clear way. Through Robert's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Robert's full care and attention when I needed it.'"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Robert has provided valuable support to us for many years now. Always amiable and friendly, Robert takes a keen interest in our financial and personal welfare, is always well prepared for our discussions, and we feel confident in the advice he offers and the considerable experience he brings to those discussions."

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

"Robert takes the time to understand our lifestyle and needs. He takes care to ensure that we understand what he recommends and the underlying reasons, especially my wife who does not have a financial background. I feel confident that he will provide sound advice to my wife if she is widowed."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Professional and Trustworthy advice delivered with a personal touch."

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert was my advisor regarding my Asgard Allocated Pension for a good many years. I very much appreciated his careful preparation, clear explanations and prompt attention to matters arising from our interviews. Although I chose to 'go it alone' applying for Centrelink Carer's Allowance and later the Aged pension, his initial advice in how to proceed was very helpful. The same applies to the time when my husband had to go into Aged Care."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Robert has taken a professional and yet personnal approach to our financial issues. My wife and I value his advice and appreciate his interest in providing good service."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert was a great adviser to us as a couple and has been extremely supportive since my husband's death. His knowledge and advice has been invaluable."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 35

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
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1984

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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