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Robert Syben

 Robert Syben

Share profile:
4 Prospect Hill Road Level 1
Camberwell
VIC
3124
AU

Overview CONTACT THE ADVISER

Robert Syben Robert Syben

total Reviews

16

Experience

19yrs

Status

Platinum

Overall Adviser Rating

96

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

I have a passion for people, and for helping them meet their financial goals. Prior to financial planning, I worked for many years in treaury and fund management roles. I'm tertiary qualified (in economics) and have held the Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia since 2002.

Company:

The Investment Collective
The Investment Collective

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

CIP LICENSING LIMITED
CIP LICENSING LIMITED

Latest Customer Reviews (3 of 16 total)See all

"Robert has always been extremely approachable and knowledgable on the issues I present to him. I fully trust Robert with the managemen of my financial matters. "

Ian, 56-65 13 Jul 2018

"13 years ago when my husband became ill and was no longer able to work, I engaged Robert as our adviser. It was one of the best decisions of my life. Robert sorted all of our financial issues and set us on a path to the comfortable retirement we enjoy today. Robert is a truly knowledgeable and competent professional. Knowing that he has my back and is always on hand to give expert advice and manage my financial affairs is invaluable. I highly recommend Robert."

KATHIE, 56-65 13 Jul 2018

"I would highly recommend Robert. He is very well informed on all financial matters, and replies to any queries promptly and informatively. He is friendly and reliable. "

Nola , 65+ 11 Jul 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 19 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 1
4 Prospect Hill Road, Camberwell
VIC 3124 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 96% Average Reviews
  • 16 Total Reviews
Ian, 56-6513 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert has always been extremely approachable and knowledgable on the issues I present to him. I fully trust Robert with the managemen of my financial matters. "

KATHIE, 56-6513 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"13 years ago when my husband became ill and was no longer able to work, I engaged Robert as our adviser. It was one of the best decisions of my life. Robert sorted all of our financial issues and set us on a path to the comfortable retirement we enjoy today. Robert is a truly knowledgeable and competent professional. Knowing that he has my back and is always on hand to give expert advice and manage my financial affairs is invaluable. I highly recommend Robert."

Nola , 65+11 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I would highly recommend Robert. He is very well informed on all financial matters, and replies to any queries promptly and informatively. He is friendly and reliable. "

Alistair, 65+11 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert has provided excellent service to my wife and I for a number of years."

Jamie, 56-6511 Jul 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"We really enjoy working with Robert"

Niki, 56-6510 Jul 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Robert Syben has been great in explaining and advising in the areas of preparing for retirement, accessing superannuation and investing I would highly recommend him."

Julie, 65+08 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert has always been helpful and supportive when dealing with financial issues and I have learned lots from his detailed explanations of financial concepts. Robert responds promptly to emails and phone calls. "

John, 65+08 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert has been invaluable. He has generously shared his time, knowledge and expertise with me and I know that he has always kept my best interests to heart. He has provided careful and considered guidance through the complexities of the financial system. His personal advice in related areas has been exemplary. I cannot recommend him more highly. "

Stuart, 56-6507 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert has been financial adviser to myself and family for many years. His advise and service is of the highest quality. "

Jennifer , 56-6506 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Extremely happy in every way with the professional service we have received over the years. We have always had any calls or emails answered promptly and feel totally supported.. Robert was recommended to me by a colleague many years ago and I couldn’t be more relieved and pleased that he is looking after our finances .. having no experience in this area we have learned to have confidence in his expertise ."

Margaret, 65+06 Jul 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"I appreciate Robert's help and advice and his ability to explain some of the complexities of financial affairs."

Louise , 56-6505 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are extremely happy with the advice and planning that we have received from Robert. He takes the time to listen to our needs. Louise and Tony."

Graeme, 56-6502 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent product knowledge and great service."

Anne, 65+01 Jul 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Robert's advice continues to be helpful and sound."

Sarah, 46-5527 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert is professional and knowledgeable. He also explains things very clearly and thoughtfully. He has been such a help to us over the years and gets back to us promptly with any queries."

Graeme, 65+20 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Robert has a very friendly personality, he is very approachable and is always willing to assist. I am very comfortable trusting my financial matters to his care."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

CIP LICENSING LIMITED

Top 5 Skills (as rated by customers)


#1
Savings Investment
STRENGTH
11
Customers

#2
Building Super
STRENGTH
8
Customers

#3
Estate Planning
STRENGTH
7
Customers

#3
Preparing For Retirement
STRENGTH
7
Customers

#3
Self Managed Super Funds
STRENGTH
7
Customers

#4
Centrelink Benefits
STRENGTH
5
Customers

#4
Tax Effective Strategies
STRENGTH
5
Customers

#5
Insurance Protection
STRENGTH
3
Customers

x

Overall rating

96%

Robert Syben

Company: The Investment Collective

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Robert Syben is a member of and in what capacity, the licensee or company of Robert Syben and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Robert Syben (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%