Rob Warry

Goal Financial Services

Gold
21 Yrs Experience
Macquarie Park, NSW 2113
Goal Financial Services was established to focus on helping clients achieve their goals and objectives, whether these be financial or non-financial, stated or unstated. Each of my clients lives are vastly different from the next, which provides me with a wide skill set to assist in many facets of my clients lives from investments, share portfolios, managed investments, margin loans, superannuation (including self managed super), retirement planning, income protection, life insurance (Death, Disability and Trauma). Whilst wealth creation, preservation & protection strategies are a large part of what I help clients with, I find it is the financial freedom I provide my client when I can show them how they will achieve their goals and remove that worry of not having enough capital or sufficient salary that provides the biggest benefit to my clients lives. I believe that to provide a high quality financial planning service to clients requires a planner dedicated to providing consistent, clear and concise advice designed in the best interest of the client. It is now, more than ever, that as a Financial Planner, Founder and Director of Goal Financial Services that I am truly able to tailor my service and time to each of my clients individual needs.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

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 16
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Goal Financial Services

Suite 4 Level 1, 64 Talavera Road
Macquarie Park, NSW 2113

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.85
16 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.70
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 16

Sort by

5.00

"Robert was referred to me, after speaking to Robert and meeting with him he was able to offer the best advice in regards to options regarding aged care . This was a difficult time for our family and Roberts professional and caring advice meant that a lot of the stress and worry of dealing with government departments was not experienced. I can highly recommend Robert and his services and will seek expert advice regarding future financial matters."

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

"Robert's response to all enquiries and requests for advice and changes to my retirement financial package are always met with careful discussion and clear explanation so I am able to make the decisions easily. His extensive knowledge of retirement and aged care financial regulations and requirements is reassuring for future needs. I have happily recommended Robert to many friends and family members."

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

"Rob takes the time to understand my situation (being a kiwi living in Australia) and the challenges that can sometimes bring. His advice has proven to be accurate and I trust Rob to make the right recommendations to benefit me and my investments."

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

"Robert is very knowledgeable with the ASX and super products. He not only manages my super but also gives me advise for my geared portfolio. I could not recommend his services more."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rob is great"

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

"Robert has helped me and my family tremendously over the last few years with superannuation, retirement planning, Centrelink and my mother's aged care needs. I would highly recommend Robert to anyone requiring financial advice."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.00

"---"

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

"Robert is a gentleman and an extremely able person in his field. He has helped guide my family and I over the years and I have the utmost confidence in his logic and approach to managing finances and giving general advice on future investments."

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

"Robert is a professional with excellent knowledge in his field, and I would highly recommend him to anyone."

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

"Rob is very knowledgeable and has helped us setup our SMSF, insurance requirements and investment portfolio. He's been fantastic in steering us through the extensive paperwork requirements and trust setups for buying property in our SMSF. I'd thoroughly recommend Rob to anyone looking for a great advisor who takes the time to understand their individual needs and provides a truely tailored solution and ongoing support."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

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

Qualifications & Training

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2009

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2009

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Margin Lending and Geared Investments

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

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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