Robert Wright
Financial Adviser
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About
Robert Wright is an ASIC-registered financial adviser based in Tamworth, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2002, and further accreditation as a Certified Financial Planner (CFP) in 2006, Robert brings over two decades of experience to his practice. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. Robert is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring clients receive well-rounded strategies tailored to their individual needs. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Robert is passionate about empowering his clients to make informed decisions and build a secure financial future. Contact Robert today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Robert Wright provide?
Robert Wright specializes in superannuation advice, insurance, wealth management, and retirement planning. He is authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Robert Wright have?
Robert Wright holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2002, and is a Certified Financial Planner (CFP) since 2006. He is also a member of the Financial Advice Association of Australia (FAAA).
How can Robert Wright help me with retirement planning?
Robert can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes assessing your current financial situation, estimating your future retirement income needs, and developing strategies to maximize your retirement savings.
What is the first step in working with Robert Wright?
The first step is to schedule a consultation. During this meeting, Robert will discuss your financial goals, assess your current situation, and explain how he can help you achieve your objectives.
What can I expect during a financial planning session with Robert Wright?
During a financial planning session, you can expect a thorough assessment of your financial situation, a discussion of your goals and priorities, and the development of a personalized financial plan designed to help you achieve those goals. Robert will explain complex financial concepts in a clear and understandable manner, ensuring you feel confident and informed every step of the way.
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