Robert Cfp® Email

Consultant, Trustee Investments @ Equity Trustees

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Robert Cfp® Location

Sydney, NSW, AU

Robert Cfp® Work

2024 - now Consultant, Trustee Investments @ Equity Trustees
2023 - 2024 Financial Adviser @ Discovery Wealth Advisers
2018 - 2023 Director and Financial Adviser @ H.A.M Financial Services Pty Limited

2004 - 2018 Financial Planner @ ANZ
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2002 - 2004 Financial Adviser @ St.George Bank
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2001 - 2002 Call Center Representative @ Westpac

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Robert Cfp® Education

FPA
Certified Financial Planner (Financial Planning)
2004 - 2007
FPA
Diploma Financial Planning (Financial Planning)
2001 - 2004
Kaplan Professional
Self Managed Super Funds

Robert Cfp® Summary

Robert Cfp®, based in Sydney, NSW, AU, is currently a Consultant, Trustee Investments at Equity Trustees. Robert Cfp® brings experience from previous roles at Discovery Wealth Advisers, H.A.M Financial Services Pty Limited, ANZ and St.George Bank. Robert Cfp® holds a 2004 - 2007 Certified Financial Planner in Financial Planning @ FPA. Robert Cfp® has 2 emails on RocketReach.

Robert Cfp® Emails

Found 2 emails

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