Bob Budreika

“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 Budreika is an Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523.

BOB’S QUALIFICATIONS

  • 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.

icon-liConnect with Bob on LinkedIn.


Here are some of Bob’s latest blogs:

  • Sign up to our Newsletter

  • Testimonials

    “With the advice we needed we were able to save thousands of dollars in fees and taxes relating to our superannuation alone. We restructured finances to better reflect our personal and family goals”

    “Right from my first meeting with Planning for Prosperity, Daniel was very open with me and has taken me through the process carefully and caringly with the aim to provide the best financial advice.”

    “They investigate and consider an array of options and variables, of which some we had not considered… It is a complete package that we feel confident and secure in, with our financial matters being optimally managed within a very open, approachable and professional environment.”

  • General Advice Warning

    Please view our General advice warning here.