Robyn Hatch

Wca Wealth Management Pty Ltd

Gold
10 Yrs Experience
Lismore, NSW 2480

Recent reviews

Wca Wealth Management Pty Ltd

62 Woodlark St
Lismore, NSW 2480

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Wealth Management Matters Pty Ltd

AFSL 491619

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

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5.00

"Robyn has been our adviser for the past 5 years and over this time has consistently provided us with support and advice that helped up to transition into our retirement. She has been able to explain things in a way that makes sense and always has the time to explain. She has provided us with solutions that put us in a solid financial position, while also understanding what's important to us."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Principles in Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2013

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2009

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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