Robert Mcewen
Financial Adviser
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About
Robert Mcewen is an ASIC-registered financial adviser dedicated to helping clients in Pymble, NSW, and beyond achieve their financial goals. With a Bachelor of Economics from the University of Sydney (1987) and a Master of Business (Applied Finance) from the University of Technology (1992), Robert brings a wealth of knowledge and experience to his practice. He obtained his CFP designation from the FPA in 2001, further demonstrating his commitment to professional excellence. As a member of the Financial Advice Association of Australia (FAAA), the SMSF Association, and the Tax Practitioners Board, Robert adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive tailored solutions to meet their specific needs. This includes superannuation, insurance, wealth management, and retirement planning. Robert can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Robert today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Robert Mcewen offer?
Robert Mcewen provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, and various investment options like Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Robert Mcewen's qualifications?
Robert holds a Bachelor of Economics from the University of Sydney, a Master of Business (Applied Finance) from the University of Technology, and the CFP designation from the FPA. He is also a member of the Financial Advice Association of Australia (FAAA), the SMSF Association, and the Tax Practitioners Board.
What can I expect during my first meeting with Robert?
During your initial consultation, Robert will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
How does Robert Mcewen stay up-to-date with changes in the financial industry?
As a member of several professional organizations and through ongoing professional development, Robert remains current with the latest industry trends, regulations, and investment strategies.
What is the process for becoming a client of Robert Mcewen?
The first step is to schedule an initial consultation. During this meeting, you can discuss your financial goals and determine if Robert's services are the right fit for your needs. If you decide to proceed, Robert will work with you to develop a personalized financial plan.
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