Robert De Bono

RJD Financial Planning

Silver
15 Yrs Experience
Brighton, SA 5048
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

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

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

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.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 4
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

RJD Financial Planning

498 Brighton Rd
Brighton, SA 5048

Opening hours

  • 11:00am – 3:00pm Saturday – Sunday
  • 9:00am – 5:00pm Monday – Friday

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

4.95
4 Reviews
5
4
3
2
1
4.75
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"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."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'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.'"

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

"“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”."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Griffith University
Completed
2020

Anti Money Laundering

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2017

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Griffith University
Completed
2019

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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