Robert Dugdale
Financial Adviser
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About
Robert Dugdale is an ASIC-registered financial adviser dedicated to helping clients in Biggera Waters and across Queensland achieve their financial goals. With a Bachelor of Business from Griffith University (1995), Robert has built a strong foundation of knowledge, complemented by his certifications as a Certified Practicing Accountant (CPA) in 2000 and a Certified Financial Planner (CFP) with the FPA in 2001. Furthering his expertise, Robert has also completed specialized training in Margin Lending and Geared Investments, as well as Self Managed Superannuation Funds through Kaplan Professional. As an authorised financial advisor and member of the Financial Advice Association of Australia (FAAA), Robert provides expert guidance across a broad spectrum of financial products, ensuring tailored solutions for each client's unique circumstances. He is authorised to advise on superannuation, insurance, wealth management, and retirement planning, along with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Robert's key services include: • Superannuation advice to help you grow your retirement nest egg • Comprehensive insurance solutions to protect what matters most • Strategic wealth management to maximise your financial potential • Detailed retirement planning for a comfortable future Ready to take control of your financial future? Contact Robert Dugdale 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 Dugdale offer?
Robert specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Robert Dugdale's qualifications?
Robert holds a Bachelor of Business from Griffith University, is a Certified Practicing Accountant (CPA) and a Certified Financial Planner (CFP). He also has completed specialized training in Margin Lending and Geared Investments, as well as Self Managed Superannuation Funds.
What is the process for becoming a client of Robert Dugdale?
The first step is to schedule an initial consultation. This allows Robert to understand your financial situation, goals, and risk tolerance. From there, he will develop a tailored financial plan to help you achieve your objectives.
How can wealth management advice from Robert Dugdale benefit me?
Through strategic wealth management, Robert can help you maximise your financial potential by providing tailored advice on investments, asset allocation, and tax-efficient strategies.
What should I expect during my first meeting with Robert Dugdale?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Robert will listen carefully and ask questions to gain a thorough understanding of your needs.
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