Robert De Bono

RJD Financial Planning

4.95
4 Reviews
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

500A 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