Robert Jowett

Paterson Retirement Planning

Gold
24 Yrs Experience
Melbourne, VIC 3000

I commenced working as a financial adviser in 2001, and with over twenty years of experience in business and financial planning practice, I have built an in-depth knowledge to provide strategic retirement planning advice.

In addition, a detailed knowledge of public sector superannuation provides the basis for a strong understanding of the retirement and financial planning issues faced by teachers and public sector employees in particular.

I have a sound comprehension in the areas of superannuation, Centrelink and aged care, and ardently believe that everyone can benefit from sound, strategic financial advice. It is very rewarding to remove the financial complexity in people’s lives and to enable clients to meet their lifestyle goals.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualification
    • Bachelor of Engineering
  • Language spoken
    • English

Paterson Retirement Planning

Level 5, 171 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:30am – 4:30pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306