Robert South


Authorised Representative: 001269066

Financial Adviser

"I focus on developing tailored advice for my clients and then communicating this in a clear and open manner"

Robert is passionate about assisting his clients in achieving their financial goals and objectives

Services and specialities

  • Financial Planning
  • Fixed Interest and Cash Management
  • Retirement and Estate Planning
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

Investment Style

Robert specialises in the accumulation of long term wealth for his clients. Financial security is achieved through consistently reaching short term goals and Robert will be there to guide his clients during this step by step process

Industry Education & Experience

  • Diploma of Financial Planning, Kaplan, 2018
  • Graduate Certificate in Financial Planning, Kaplan, 2019
Approved Competencies
  • Generic
  • Securities
  • Managed Investments
  • Financial Planning
  • Superannuation
I am employed by Capricorn Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Rockhampton. My employer remunerates me as your adviser by way of salary.