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 @
- 2023 -2024 Financial Adviser @ Discovery Wealth Advisers
- 2018 -2023 Director and Financial Adviser @ H.A.M Financial Services Pty Limited
- 2004 -2018 Financial Planner @
- 2002 -2004 Financial Adviser @
- 2001 -2002 Call Center Representative @
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.
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