Mervin Robert
Financial Adviser
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About
Mervin Robert is an ASIC-registered financial adviser based in Browns Plains, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Mervin holds an RG146-Tier 1 Specialist Risk Management certification from the International Institute of Technology (2015), a Diploma of Financial Planning from the International Institute of Technology (2016), and is completing a Graduate Diploma of Financial Planning from Kaplan (2025). Mervin is authorized to provide advice on a range of financial products, ensuring his clients receive well-rounded support. This includes superannuation advice, insurance solutions encompassing Investment Life Insurance and Life Risk Insurance, and comprehensive retirement planning services. He also provides advice on Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment advice • Risk management Ready to take control of your financial future? Contact Mervin today for a consultation and discover how personalized financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mervin Robert offer?
Mervin Robert provides advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), retirement planning, Retirement Savings Accounts, and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does Mervin Robert have?
Mervin Robert holds an RG146-Tier 1 Specialist Risk Management certification, a Diploma of Financial Planning, and is completing a Graduate Diploma of Financial Planning. These qualifications ensure he has the knowledge and expertise to provide sound financial advice.
How can Mervin Robert help me with my retirement planning?
Mervin can help you develop a retirement plan that considers your current financial situation, your desired lifestyle in retirement, and your risk tolerance. He can advise you on superannuation strategies, Retirement Savings Accounts, and other investment options to help you achieve your retirement goals.
What is the process for working with Mervin Robert?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Mervin will then develop a personalized financial plan for you, which he will review with you in detail. He will then assist you with implementing the plan and provide ongoing support and advice.
What should I expect from a financial planning session with Mervin Robert?
You can expect a professional and informative session where Mervin will take the time to understand your needs and goals. He will provide clear and concise advice, and will always act in your best interests. You will leave the session with a clear understanding of your financial situation and a plan for achieving your goals.
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