QUALITY ADVICE FOR A FINANCIALLY SECURE RETIREMENT
Suite 17c
8-12 Karalta Road
Erina, NSW 2250
Phone: 1300 558 692
Local Rate Number: 1300 558 692
Facsimile: (02) 4365 0503
Email:
HNW Planning Company Director - Responsible Manager
Robert has been a Financial Adviser since January 1996 and self employed business owner since December 1999. Robert is a Director, Authorised Representative, and a Responsible Manager of HNW Planning.
He is a Self Managed Superfund Specialist Adviser (SSA) and an Accredited Mortgage Consultant (AMC). Robert has worked for a Bank and two multinational food manufacturers prior to 1996 with experience working in Australia and Japan.
Robert holds a Bachelor of Agricultural Economics (Hons) and a Diploma of Financial Planning.
Employment History |
Education Details |
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Self Employed – business owner Dec 1996 – Present Commenced own business as financial planner with dealer’s authorisation from 1999 with ABN AMRO Morgans Financial Planning Pty Ltd (formally Morgan Financial Planning Pty Ltd). In January 2003 HNW Planning Pty Ltd was granted an Australian Financial Services Licence. Robert is the sole shareholder of HNW Planning Pty Ltd. |
Sep 2005 AMC - Accredited Mortgage Consultant (from Mortgage Industry Association of Australia) Mar 2005 SSA - Self Managed Super Fund Specialist Adviser (from Self Managed Super Fund Professional Association of Australia) Aug 2001 CFP - Certified Financial Planner (from Financial Planning Association) 1997-2000 DFP - Diploma in Financial Planning (from Deakin University) 1998 Diploma of Mortgage Lending , Securities Institute of Education (DML 1,2,4 completed) 1986-1989 Bachelor of Agricultural Economics (Hons) The University of New England and received Academic Excellence Award from Duval College, The University of New England |