Financial Planner Profile

Name: Robert Rich

Qualifications: Diploma of Financial Planning (DFP) (2016), Advanced Diploma of Financial Planning (2016), Bacholor of Business (ACC & MKG) (2006)

I’ve had a love of numbers from a very young age and it was always apparent to those who knew me that I would forge a career in the finance industry. After school I completed a Bachelor of Business (majoring in Accounting and Marketing) then worked in accounting and payroll positions for the next eight years.

Over this time I found myself becoming more and more interested in helping my family and friends to improve their financial positions. I soon realised that many people were being held back, often without realising it, by lack of clarity around their financial affairs.

I became determined to do what I could to improve this situation, using my knowledge and skills to help people like this to achieve their personal and financial goals. I went back into study to complete a Diploma and an Advanced Diploma in Financial Planning.

It gives me such a thrill to be able to assist my clients to clarify their financial futures. I enjoy researching and implementing effective solutions for my clients that not only provide them with a firm financial direction but also give them clarity and confidence in that direction. I enjoy the fact that my own values align perfectly with my peers, particularly around providing the best advice without my clients being hit with complex and opaque ongoing fee arrangements.

I have been investing on a personal basis for nearly a decade, and I’ve acquired multiple properties in Melbourne and a portfolio of Australian and international shares. My experiences over this time have reinforced my confidence in identifying the best methods to build wealth, allowing me to add a personal touch to the advice I provide my clients.

There’s nothing I’d love more than to use my knowledge and experience to assist you to reach your fullest potential.

Documents:

  • Financial Services Guide

Financial Planning Services:

Products offered: