Robert Gothard
Financial Adviser
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About
Robert Gothard is an ASIC-registered financial adviser dedicated to helping individuals and families in Sutherland and across Australia achieve their financial goals. With over two decades of experience in the financial services industry, Robert brings a wealth of knowledge and a commitment to providing personalized and effective advice. Robert's qualifications include a Diploma in Financial Markets from FINSIA (1999), a Diploma of Financial Planning from the Financial Planning Association of Australia Limited (2000), Graduate Diploma in Financial Planning from Western Sydney University (2021), and he is also an Accredited Aged Care Professional (2025). He is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his dedication to upholding the highest professional standards. Robert is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive tailored solutions to meet their specific needs. He specializes in superannuation, insurance, wealth management and retirement planning. He also offers advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Robert Gothard 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 Gothard offer?
Robert Gothard provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Robert Gothard have?
Robert holds a Diploma in Financial Markets from FINSIA, a Diploma of Financial Planning from the Financial Planning Association of Australia Limited, a Graduate Diploma in Financial Planning from Western Sydney University and is an Accredited Aged Care Professional.
What is Robert Gothard's approach to financial planning?
Robert takes a personalized approach to financial planning, focusing on understanding each client's unique circumstances and goals to develop tailored strategies that help them achieve financial security and prosperity.
How can Robert Gothard help me plan for retirement?
Robert can help you develop a comprehensive retirement plan that takes into account your current financial situation, desired lifestyle, and risk tolerance to ensure you have a comfortable and secure retirement.
What should I expect during my first meeting with Robert Gothard?
During your first meeting, Robert will take the time to understand your financial goals, current situation, and any concerns you may have. He will then outline how he can help you and discuss the next steps in developing a personalized financial plan.
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