Brandon Robards
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
Brandon Robards is an ASIC-registered financial adviser dedicated to helping individuals and families in Fletcher, NSW, and beyond achieve their financial goals. With a strong academic foundation that includes a Graduate Diploma in Financial Planning (2022) and a Master of Financial Planning (2023) from Kaplan, Brandon is committed to providing knowledgeable and tailored advice. Further enhancing his expertise, Brandon holds the Accredited Behavioral Finance Professional (ABFP) and Chartered Retirement Planning Counsellor (CRPC) designations from Kaplan Professional (2024). Brandon is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He specializes in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities, ensuring his clients have access to diverse and effective strategies. Key services Brandon provides: • Superannuation advice and strategies • Comprehensive insurance planning • Retirement planning and income projections • Investment advice for life insurance products • Risk management solutions Ready to take control of your financial future? Contact Brandon Robards today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What financial planning services does Brandon Robards offer?
Brandon Robards provides a range of financial planning services, including superannuation advice, insurance planning, retirement planning, and investment advice related to life insurance products. He helps clients develop comprehensive strategies to achieve their financial goals.
What are Brandon Robards' qualifications?
Brandon Robards holds a Graduate Diploma in Financial Planning and a Master of Financial Planning from Kaplan. He also possesses the Accredited Behavioral Finance Professional (ABFP) and Chartered Retirement Planning Counsellor (CRPC) designations from Kaplan Professional.
How does Brandon Robards approach financial planning?
Brandon takes a personalized approach to financial planning, starting with understanding each client's unique circumstances, goals, and risk tolerance. He then develops tailored strategies and provides ongoing support to help clients stay on track.
What can I expect during my initial consultation with Brandon Robards?
During your initial consultation, Brandon will discuss your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if his services are right for you.
Is Brandon Robards an ASIC-registered financial advisor?
Yes, Brandon Robards is an ASIC-registered financial advisor, ensuring he meets the regulatory requirements and standards set by the Australian Securities and Investments Commission.
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.