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Rob Rocca

Core Wealth Financial Planning

Gold
14 Yrs Experience
Hillarys, WA 6025

My passion for financial services has always been driven by both the technical side, keeping up with evolving rules and regulations, and the human side, where I get to develop strategies that genuinely improve people’s lives. I hold a Postgraduate Diploma in Financial Planning and a Postgraduate Certificate in Finance, which help me stay ahead in this ever-changing industry.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2011
  • Years of experience 14
  • Highest qualifications
    • Graduate Certificate in Finance
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Core Wealth Financial Planning

Suite F1, 45 Northside Dr
Hillarys, WA 6025

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Core Wealth Financial Planning

AFSL 535023