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.
We are happy to discuss fees during the first appointment.
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.
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.
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.
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.'
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.
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2010
- Years of experience 13
- Master of Personal Financial Planning
Mcconachie Stedman Financial Planners619 Ruthven Street
Toowoomba, QLD 4350
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Wealth Management Matters Pty Ltd