Rob has over 35 years of experience in the Financial Services Profession. Throughout this time, he has been directly involved in advising clients to maximise their wealth creation, retirement planning, Centrelink benefits (if applicable) and Estate Planning. Rob is a Certified Financial Planner® and a member of the Financial Planning Association. The family business commenced in Bendigo in 1987, with Rob joining his father, Ken in 1989.
Many of his clients have been with him for over 30 years – that is testament to his service and care.
Areas of expertise:
- Superannuation and Retirement Planning including Self-Managed Superannuation Funds.
- Tax effective Investment and wealth creation strategies.
- Establishment of tailor-made pensions.
- Centrelink matters.
- Estate Planning.
Rob enjoys spending time with his family and is a member of various and organisations. Rob’s main passion asides from his family is playing music. Rob has played in Brass Bands for 45 years and currently plays for the Darebin City Brass Band, one of Australia’s Premier Brass Bands.
