Robert Shears
Financial Adviser
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About
Robert Shears is an ASIC-registered financial adviser dedicated to helping clients in Sydney achieve their financial goals. With a Diploma and Advanced Diploma of Financial Planning from Tribeca Learning, supplemented by specialist SMSF and CFP certifications, Robert brings a wealth of knowledge and experience to every client relationship. As a member of the Financial Advice Association of Australia (FAAA), Robert adheres to the highest ethical and professional standards. Robert is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet individual needs. His expertise encompasses superannuation, insurance, wealth management, and retirement planning, offering a holistic approach to financial well-being. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities • Foreign Exchange Ready to take control of your financial future? Contact Robert Shears today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What services does Robert Shears offer?
Robert Shears provides comprehensive financial advice, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning guidance. He is authorized to advise on various financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, Government Debt Securities, and Foreign Exchange.
What qualifications does Robert Shears have?
Robert holds a Diploma and Advanced Diploma of Financial Planning from Tribeca Learning, an SMSF Adviser Education Program certification from Financial Essentials, and is a Certified Financial Planner (CFP) recognized by the Financial Planning Standards Board.
How does Robert Shears approach financial planning?
Robert takes a holistic approach, tailoring strategies to each client's unique circumstances and goals. He focuses on building long-term relationships based on trust and understanding.
What can I expect during my first consultation with Robert Shears?
During your initial consultation, Robert will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a potential strategy to help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.
Why should I choose Robert Shears as my financial adviser?
Robert's extensive qualifications, membership with the FAAA, and commitment to ethical practices make him a trustworthy and knowledgeable partner in your financial journey. He provides personalized advice and ongoing support to help you make informed decisions.
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