Robert Thomas
Financial Adviser
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About
Robert Thomas is an ASIC-registered financial adviser dedicated to helping clients in Belrose, NSW, and across Australia achieve their financial goals. With a Bachelor of Commerce from the University of Melbourne (1985), Robert furthered his expertise by completing the CPA Program with CPA Australia (1997) and earning his Certified Financial Planner designation from Deakin University (2005). He is a proud member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. Robert is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Robert's key services include: • Superannuation advice, helping you make the most of your retirement savings. • Insurance solutions, protecting you and your family from unforeseen events. • Wealth management strategies, designed to grow and preserve your assets. • Retirement planning, ensuring a comfortable and secure future. • Investment advice, tailored to your individual risk tolerance and financial objectives. Ready to take control of your financial future? Contact Robert Thomas today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Robert Thomas offer?
Robert Thomas provides a comprehensive range of services, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice.
What are Robert Thomas's qualifications and professional memberships?
Robert holds a Bachelor of Commerce from the University of Melbourne, completed the CPA Program with CPA Australia, and is a Certified Financial Planner. He is also a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA).
How does Robert Thomas tailor his advice to individual clients?
Robert takes the time to understand each client's unique financial situation, goals, and risk tolerance. He then develops a personalized financial plan that addresses their specific needs and objectives.
What can I expect during my initial consultation with Robert Thomas?
During your initial consultation, Robert will discuss your financial goals, current situation, and any concerns you may have. He will explain his services in detail and answer any questions you may have. This is an opportunity for you to get to know Robert and determine if he is the right financial adviser for you.
Can Robert Thomas help me with my superannuation?
Yes, Robert specializes in providing superannuation advice. He can help you choose the right superannuation fund, consolidate your superannuation accounts, and develop a strategy to maximize your retirement savings.
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