Robert Koschel
Financial Adviser
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About
Robert Koschel is an ASIC-registered financial adviser based in Hope Island, Queensland, dedicated to helping clients achieve their financial goals through comprehensive and tailored advice. With a career spanning over two decades, Robert holds a Foundation Diploma of Financial Planning from the FPA (2001), a Self Managed Super Fund Course from Tribeca (2004), and qualifications in Margin Lending (Kaplan, 2010) and ASX Securities (Kaplan, 2013). Further enhancing his expertise, he also holds a Certificate IV in Financial Services (Finance/Mortgage Broking) from AAMC (2014). Robert is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting his commitment to upholding the highest professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Robert is passionate about empowering his clients to make informed decisions and achieve financial security. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Robert today to arrange a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Robert Koschel offer?
Robert provides advice on superannuation, retirement planning, wealth management, insurance, and investments. He can help you with everything from setting up a retirement plan to managing your investment portfolio.
What are Robert Koschel's qualifications and experience?
Robert has over 20 years of experience in the financial services industry and holds a Foundation Diploma of Financial Planning, as well as qualifications in Self Managed Super Funds, Margin Lending, and ASX Securities. He is a member of the FAAA and SMSF Association.
How does Robert Koschel approach financial planning?
Robert takes a client-centric approach, focusing on understanding your individual needs and goals to develop a tailored financial plan. He aims to empower you with the knowledge and strategies to achieve long-term financial success.
What can I expect during my first meeting with Robert Koschel?
During your initial consultation, Robert will discuss your current financial situation, future goals, and risk tolerance. This meeting allows him to understand your needs and determine how he can best assist you. There will be a discussion of fees before providing advice.
Does Robert Koschel specialise in SMSF advice?
Yes, Robert has extensive knowledge and experience in Self Managed Super Funds (SMSFs) and can provide expert advice on all aspects of SMSF management, from establishment to compliance.
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