Thanks for dropping by my profile!
A bit about me:
My passion is to work with Self-Managed Super Fund Trustee’s and other Motivated Investors who love having control and input as to how their money is invested for their future.
For the past 20+ years I’ve been working as a financial advisor helping superannuation investors, small business owners (including farmers) and direct share enthusiasts on how to take back control of their financial situation from the banks and the large institutions.
BTW... In case you're wondering. No, there are no “get rich quick” schemes here. The advice I give is based on commonsense that my clients understand and that gets results. No fluff, no hype.
- If you want to find out more about what I do, you can contact me on email email@example.com or 03 5382 3460.
- If you’re keen to see the way I think check out our YouTube channel which is filled with great financial tips and investment advice.
- You may like to download our free educational publications:
Plus online courses and more can be found at our website.
Look forward to chatting.
Rob was very clear and helped me understand more about the share market and just puts it in a different perspective.
Rob came highly recommended and at the conclusion of our initial appointment Rob had provided us with enough information to assist us in making important decisions moving forward towards retirement. We will certainly meet with Rob again for further guidance.
Rob helped me with investing some redundancy funds I had, and reviewed my superannuation porfolio. Have offered various pieces of advice as things changed
During my meeting with Rob, he seemed extremely knowledgeable on every aspect in regards to what businesses to invest in and why they may be better than others. Coming into the meeting I knew very little about how to begin investing my money, and when I left, I had a massive smile on my face and knew exactly what my next steps to take were.
Rob is very easy to talk to, no question is too hard or stupid, always very pleasant and approachable. Rob explains everything in great detail to ensure you fully understand whatever situation it is. Totally recommend Rob, a genuine bloke.
- Adviser status Platinum
- Number of reviews 215
- First year providing advice 1998
- Years of experience 24
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Consortium Private Wealth24A Darlot Street
Horsham, VIC 3400
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Consortium Private Wealth