Rob Gaggero has worked as a financial services professional providing advice since 2004.
He has completed the Diploma of Financial Services (Financial Planning) and the Advanced Diploma of Financial Planning via Kaplan Professional and is studying towards his Graduate Diploma of Financial Planning. He is also a NSW Justice of the Peace.
Rob is committed to building long-term relationships with clients by providing them with appropriate personal advice and professional ongoing service with a straight forward & no fuss approach in helping make important decisions.
Rob is committed to the local community and is heavily involved with Illawarra, Shellharbour & Shoalhaven Basketball and other community groups.
My first meeting fee is $220 for the consultation.
Advice fees will depend on the complex level of detail & strategy required & the same will apply for the ongoing service offering.
Both formal offerings will be listed in a client engagement letter for review, prior to moving forward.
Rob is very knowledgeable and easy to understand his terminology. He was extremely helpful for Jack and I believe we can move forward to retirement with the advice provided to us.
Explains everything in away that we can understand.
It is so easy talking to Robert about my Superannuation as he listens to my questions and always answers them fully. He always gives up to date information about what is happening in the market. His advice always makes sense which creates trust between us. I wouldn't hesitate to recommend him to family and friends.
We have been clients of Rob's for about 15 years and trust his advice always.
Rob is honest, approachable, friendly, patient and takes the time to understand our current needs and things we are considering doing over the next year. We are very happy with the way he manages our affairs for us as we age and also appreciate his assistance with our Government interactions.
We have been with Rob now for a number of years and very much appreciate his understanding and excellent advice. His warm personal approach and care have made our retirement years very enjoyable. Regular updates via newsletters keep us in the financial loop and meetings are informative and always a pleasure. Thank you Rob!
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2004
- Years of experience 19
- Advanced Diploma of Financial Planning
PRP Advisers140 Keira St
Wollongong, NSW 2500
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Oreana Financial Services Pty Ltd