"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
Qualifications
- Graduate Diploma of Financial Planning, Kaplan, 2021
- Graduate Certificate in Financial Planning, Kaplan, 2019
- Diploma of Financial Planning, Kaplan, 2018
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 by way of salary.