The financial world can be very complex and difficult to understand, hence I believe that my role as a Financial Planner is not just to create financial strategies and solutions but also to help my client’s achieve a level of financial literacy that will help them better understand their financial situation and my recommendations.
Rob, loves everything Adelaide has to offer from the yearly festivals to the wine regions. In his spare time, Rob enjoys spending time with family and friends, the beach, camping or even just sitting around the fire pit in the backyard listen to music.
Rob holds an Advanced Diploma in Financial Planning, a Post Graduate Certificate in Financial Planning and is working towards a Masters in Financial Planning to complement his 25 plus years of experience in financial services.
I can help with
Advice on your life insurance
Advice on your superannuation and savings
Advice on your investments and income streams
Advice on your long-term financial needs
My upfront fee covers all the expenses of research, paraplanning costs, Statement of Advice preparation fees and implementation fees. My ongoing service fees start at $0.00 to $2,640.00 depending on the level of service required.
I have no hesitation in recommending Rob as an advisor and appreciate the time he spent in explaining why he recommended what he did for my situation. He explained the process, the strategies and the recommendations in terms that made it easy to understand.
Rob is an excellent Adviser. He was upfront and Honest about the fees for his advice. He explained the whole process to me in a way that I could understand. He explained the strategies and the recommendations to me and I felt confident and well informed after our meetings. I would highly recommend Rob to my friends and family.
'Robert has given me advice on my allocated pension. He did extensive research and found a solution that is easy for me to understand and that is cheaper than my previous product. Robert was able to explain the process and strategies to me in a clear and easy to understand manner. I feel very confident that the advice Robert gave me addressed my needs.'
“Rob is very thorough, listens to his customers and provides tailor-made solutions based on his customer’s personal situations backed by sound research, and is always happy to be of assistance well after he’s had his customers set up to access their product online”.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2007
- Years of experience 16
- Graduate Certificate in Financial Planning
RJD Financial Planning500A Brighton Rd
Brighton, SA 5048
- 11:00am – 3:00pm Saturday – Sunday
- 9:00am – 5:00pm Monday – Friday