6 Reviews

Robert Franklin

Mcconachie Stedman Financial Planners

Silver

14 Yrs Experience

Toowoomba, QLD 4350

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I am a Financial Planner with over 25 years financial services experience in Queensland.

I have extensive experience in cash flow systems, investments, SMSF's, retirement planning, age care advice and estate planning.

I hold a Masters Degree in Financial Planning, a Bachelor of Economics and a Diploma of Finance and Mortgage Broking but best of all I listen to what you the client wants.

My desire is to help you reach your financial goals and to know you can get through uncertain times.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Aged Care
Complex Investments
Small Business Advice
Growing Assets
Wills & Estates
Budgeting

We are happy to discuss fees during the first appointment.

5.00 March 2020

Robert is very astute and clear in explaining any of our questions that we put to him. He is very aware of the market & has valuable background knowledge gathered over the years in the finance industry. Robert gives us confidence in making informed decisions. He is always available within reason to contact for advice and we enjoy his home visits to discuss business. Robert is trustworthy and we are assured our business dealings are always treated confidentially.

4.50 March 2020

I have found Robert to have an excellent knowledge of dealing with and advising us in our retirement phase on Superannuation, investment and keeping us informed and up to date on his home visits, he has been available on the occasions we have been to see him at his city office. All together Robert is very approachable.

5.00 March 2020

Robert has been a wonderful help over the years. HIs knowledge is reassuring and easy to understand. I always feel like I can ask any question without being judged.

5.00 November 2018

Robert has given me advice in areas including self managed super funds, retirement planning and insurance. Robert was always able to explain things to me in a clear way. Through Robert's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Robert's full care and attention when I needed it.'

3.75 October 2018

Robert has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Robert was usually able to explain things to me in a clear way. Through Robert's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Robert's full care and attention when I needed it.