Roel Burghouwt

First Financial Pty Ltd

Gold
15 Yrs Experience
Melbourne, VIC 3000

Recent reviews

First Financial Pty Ltd

Level 2, 90 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 13
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

First Financial Pty Ltd

AFSL 481098

4.80
13 Reviews
5
4
3
2
1
5.00
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.50

"Roel is very approachable and personable with his advice. He takes a great deal of care to tailor a financial plan for our medium to long-term goals. His knowledge of investments across a broad range of sectors is equipping us to benefit from the fluctuations and cycles of financial markets."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Roel is always professional, knowledgeable and approachable. He takes the time to explain various financial terms, scenarios and implications before proceeding to create our customised financial plans. I feel confident that with Roel’s very good understanding of our needs and access to expert investment advisors that we have a secure financial plan for our retirement ahead."

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

"Roel has given me advice including on investments, superannuation and planning for retirement. He is very helpful and approachable and willing to take time to explain issues. Roel also suggested an accountant in another firm, who I have now engaged, who is also very helpful and works well with Roel in coordinating strategy."

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

"I find Roel to be very approachable, knowledgeable and open to exploring any of my ideas. I also find his explanations/recommendations clear and thorough and fully supported by data."

  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have been able to form a trusting relationship with Roel. His advice has proven to be effective and always aligned to our best interest and life goals."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Roel has been a constant source of great advice on self managed super funds and retirement options. His explanations are always easy to follow and he takes the time to make sure we understand. He is easy to contact and keeps his appointments. We would definitely recommend him to friends."

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Roel has assisted me with my investments. His advice always makes sense and has always delivered. My future in retirement depends heavily on Roel’s advice and I have no problem with what he recommends."

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

"I have been in contact with Roel for several years and have found my annual meeting with him to worthwhile and time well spent. Any changes to my portfolio he recommends are carefully explained and reasons given for the change."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have been clients of Roel for a good number of years now. We have deeply appreciated his keen interest in us, our circumstances and our journey towards retirement. Through his understanding of our needs and his knowledge base he has guided us confidently and beneficially through his recommendations regarding our portfolio structures and investments. Our financial aspirations in retirement are getting closer and closer to being realised - thanks Roel!!"

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

"My husband and I were lucky enough to be introduced to First Financial, with Roel being our advisor, seven years ago, and in that time our investment portfolio has been expertly managed. Roel has offered us very sound advice over the years and is always extremely friendly and approachable. He quickly follows up on queries and is always proactive in seeking to improve our financial situation. When we meet to discuss our portfolio he is always organised with details of recommendations and advice to ensure our investments continue to grow. We highly recommend Roel and feel very confident that he is constantly working to provide us with sound advice and well researched options."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

Certified Financial Planner (CFP)

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

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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