Robyn Clelland
Financial Adviser
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About
Robyn Clelland is an ASIC-registered financial adviser based in Newstead, QLD, dedicated to helping clients achieve their financial goals with personalized and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia (2002), a Self Managed Superannuation Fund Course certification from Kaplan (2004), and Margin Lending Accreditation from Kaplan (2010), Robyn possesses a wealth of knowledge and experience to guide you through the complexities of financial planning. As a member of the Financial Advice Association of Australia (FAAA), Robyn adheres to the highest professional standards, ensuring you receive ethical and trustworthy advice. Robyn is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also provide tailored advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Robyn can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or needing to protect your family's financial future, Robyn can provide the expert guidance you need. Contact Robyn 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 Robyn Clelland offer?
Robyn Clelland provides advice on a broad range of financial matters including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. She tailors her advice to meet your individual needs and goals.
What qualifications does Robyn Clelland have?
Robyn holds a Diploma of Financial Planning from the Financial Planning Association of Australia, a Self Managed Superannuation Fund Course certification, and Margin Lending Accreditation from Kaplan. She is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Robyn Clelland?
During your initial consultation, Robyn will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then discuss potential strategies and solutions tailored to your specific needs. This is also an opportunity for you to ask any questions you may have.
How does Robyn Clelland stay up-to-date with changes in the financial industry?
As a member of the Financial Advice Association of Australia (FAAA), Robyn is committed to ongoing professional development. She regularly attends industry conferences, participates in training programs, and stays informed about the latest legislative and regulatory changes to ensure she provides you with the most current and relevant advice.
What is the process for becoming a client of Robyn Clelland?
The first step is to schedule an initial consultation. During this meeting, Robyn will assess your needs and determine if her services are a good fit for you. If you decide to proceed, she will outline the next steps and provide you with the necessary paperwork.
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