Robert Louie

Louie & Associates Pty Ltd

5.00
30 Reviews
Gold
36 Yrs Experience
Woolloongabba, QLD 4102

Recent reviews

Louie & Associates Pty Ltd

Suite 1, 3 Heaslop Street
Woolloongabba, QLD 4102

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 30
  • First year providing advice 1986
  • Years of experience 36
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

5.00
30 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 30

Sort by

4.50

"I have been seeing Rob for a few years now and Rob provides the full level of support needed for my super and also provides expert advise in other areas where needed."

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

"I have known Robert for many years & in that time he started me off with personal superannuation , then helped me with bonds, investment & now with my self funded retirement pension. I have always found Robert to be very knowledgeable in all his fields & advised me & handled my investments , to the best of my interests. I have before many times & still will Recommend Robert to anyone. Daryl"

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

"I feel that Robert has always given me great advice on my investments and now that i am heading towards retirement he has been a great help in setting me up for that. I always received Robert's full care and attention whenever I required it."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over the past 20 years Robert has helped advise me with financial planning, from Super Funds through to Pentions and Investments. I always could rely on Robert's judgement and was always made clear to me the risk when investing money. Robert is a kind person and great listener. He has all ways been promp to contact me with changes within the Financial Planning industry. I would like to say well done Robert! Keep up the great work. Peter Coleman Qld"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has been our advisor for the best part of 30 years. Robert has proven to be a caring diligent organised operator Having a small business background myself go visit Roberts office to see how organised his workplace really is. Robert has always keep me abreast of the latest products, keep in mind I desire to see some Consistent Conservative results and to this end he has never placed my portfolio in any jeopardy. Towards the end of my career I had some serious health concerns, Robert had my investments structured with an Excellent trauma and income stream flowing through which proved to be a big a huge factor in my health recovery. Now my wife and myself are in retirement mode, unfortunately my wife requiring some secure high end dementia care and myself in a retirement village. Robert will continue to provide that same level of advice and caring to ensure We live a carefree financially secure future."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has been the best financial adviser that my wife and I have ever had.He is always willing to oblige and assist us at any time . He makes sure that we understand the advice that he gives us .His assistance has helped our financial situation grow. We need more important advice in the future and my wife and I have complete confidence in Robert."

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

"Robert Louie has assisted myself and my family with our financial planning & investment strategies for over 25 years. During this time I have introduced him to many of my associates for his advice and guidance. Everyone that I know that has had any communication with Robert are grateful for his advices and direction. Robert is always professional and very empathetic. I speak on behalf of my family and acquaintances, that Robert has enriched our lives."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert has been looking after my and my partners superannuation accounts for over 15 years, in this time we have found Rob to be very professional, always looking out for our best interests and with his great knowledge investing very wisely for our benefit. We would have no hesitation in recommending Rob to others needing financial guidance."

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

"Robert Louie has been my advisor for almost 15 years and I have found him to be honest, knowledgeable and professional in every respect. His expertise and advice, as well as his availability to answer queries and provide assistance are reassuring in an age of impersonal information. As a woman, I have always felt Robert understood and appreciated my concerns and situations and rendered the best possible advice."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have known Robert Louie for over 20 years and have found him to be an excellent adviser who has an eye for details and personally cares for our investment growth in our investment portfolio. I have recommended numerous clients to Robert Louie. They are all extremely happy with the services that Robert provides. He is very professional and easy going person to deal with. I have 100% confidence in his ability to manage our personal investments."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 30

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
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Diploma of Financial Services

Level
5 - Diploma
Institution
National Insurance Brokers Association (NIBA)
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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