Robert Snell
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Robert Snell is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a career spanning over two decades, Robert brings a wealth of knowledge and experience to every client interaction. He holds a Bachelor of Arts from UNSW (1983) and a Diploma of Financial Planning from Deakin University (1999). Furthering his expertise, Robert is also an SMSF Specialist Adviser (SMSFA, 2006), and holds qualifications in Margin Lending and Geared Investments (Kaplan Professional, 2012) and the Accredited Listed Product Adviser Program (Kaplan Professional, 2014). As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Robert adheres to the highest professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client’s unique circumstances. Robert can assist you with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts Whether you are planning for retirement, seeking to grow your wealth, or need guidance on superannuation and insurance, Robert is committed to providing clear, practical, and effective advice. Contact Robert today to arrange a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What services does Robert Snell offer?
Robert Snell provides a comprehensive range of financial services, including superannuation advice, insurance solutions, wealth management, and retirement planning. He is also qualified to advise on investment life insurance, life risk insurance, securities, and retirement savings accounts.
What qualifications does Robert Snell have?
Robert holds a Bachelor of Arts from UNSW, a Diploma of Financial Planning from Deakin University, and is an SMSF Specialist Adviser. He also has qualifications in margin lending, geared investments and listed products.
How can Robert Snell help me with my superannuation?
Robert can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your super, and developing a strategy to maximize your retirement savings. He can also help you navigate the complexities of SMSFs.
What is the process of working with Robert Snell?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Robert will then develop a personalized financial plan tailored to your needs and objectives. He will regularly review your plan and make adjustments as needed to ensure you stay on track.
What should I expect from a consultation with Robert Snell?
You can expect a professional and informative consultation where Robert will take the time to understand your unique financial circumstances and goals. He will provide clear and practical advice, answering any questions you may have and helping you make informed decisions about your financial future.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.