“Thanks to my experience in small business, I can empathise with those who are in the same boat. Business owners are busy and generally time poor. We help them with practical solutions and strategies that will make a difference to their lives, now and in the future.”
My experience in financial services dates back to 1988. I’ve been an advocate for the evolution of our industry into a true profession. The cornerstone of any recognised profession is a high standard of education and this is something that I have always supported and encouraged. The real value of education, however, is where knowledge is adapted to benefit people practically based on their particular circumstances and objectives. This is where my wealth of experience and, taking a common sense approach, creates meaningful outcomes for people.
Bob is an Authorised Representative of NEO Financial Solutions Pty Ltd. AFSL 385845. Download his FSG Part 2 here.
- Diploma in Financial Planning
- Professional Certificate in Self Managed Superannuation Funds
- Certificate IV in Financial Services (Finance/Mortgage Broking)
- Member, SPAA (SMSF Professionals Association of Australia)
- AFP® member of the FPA.
In my freetime I enjoy attending Iyengar yoga sessions and also practising alone. I share a two and a half acre property with my partner, which adjoins the Riesling Trail on the southern side of Clare. This is our opportunity to escape from the city and become country folk for a few days.
Connect with Bob on LinkedIn.