Chalice is 100% privately-owned, independent of any ownership links to financial institutions or service providers. With our own Australian Financial Services Licence (AFSL) we are ideally positioned to meet the ongoing needs of a growing number of people looking for non-associated, independently-owned advice firms. Personally, I have been providing financial advice to a variety of clients from young individuals to retirees for several years now. I focus on investment management (super and non-super) that seeks capital preservation as a worst-case return, rather than 'the market' return. I am happy to talk to anyone who feels they may be in need of financial advice. I encourage you to simply email me your questions or concerns surrounding your financial situation. An initial consultation is at no cost, and is simply a ‘getting to know you’ session for both parties. Please feel free to visit our website for further details on the services we provide - http://chalice.net.au/services/
We are comfortable negotiating a fee structure that both suits our clients and ensures we are fairly remunerated for the work we do. This can result in either of the above fee structures being used or even a hybrid of both.
Rob is very easy to talk to and answers my questions clearly.
Robert has looked after all my financial affairs for the past 8 years. He is not only a very good adviser, but also very willing and capable to help sort out those little financial challenges we all have from time to time. I have full confidence in Robert handling my finances.
I find Rob to be very responsive to any queries I have and he is patient with me level of knowledge.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2008
- Years of experience 14
- Diploma of Financial Services (Financial Planning)
Chalice Financial ServicesLevel 1, 43 Cedric St
Stirling, WA 6021
- 9:00am – 5:00pm Friday
- 9:00am – 6:00pm Monday – Thursday
Chalice Nominees Pty Ltd