Robert Coulson
Financial Adviser
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About
Robert Coulson is an ASIC-registered financial adviser based in Doncaster East, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from RMIT (1996) and certification as a Certified Financial Planner (CFP) from the Financial Planning Association (1997), Robert brings a wealth of experience and knowledge to his practice. He is also a proud member of the Financial Advice Association of Australia (FAAA). Robert is authorized to provide advice on a comprehensive 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. This broad authorization allows him to create holistic financial strategies that address your unique needs and circumstances. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Robert Coulson today for a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Robert Coulson offer?
Robert Coulson specializes in superannuation advice, insurance, wealth management, retirement planning, and investment strategies, ensuring a comprehensive approach to your financial well-being. He is authorized to advise on a wide range of financial products.
What qualifications does Robert Coulson have?
Robert Coulson holds a Diploma of Financial Planning from RMIT (1996) and is a Certified Financial Planner (CFP) since 1997. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Robert Coulson?
During your initial consultation, Robert will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a potential strategy and explain how he can help you achieve your objectives. This is a no-obligation opportunity to see if Robert is the right fit for your needs.
How does Robert Coulson tailor financial advice to individual clients?
Robert understands that every client's financial situation is unique. He takes a personalized approach, carefully assessing your specific needs and goals to develop strategies that align with your circumstances. This includes considering your risk tolerance, time horizon, and any other relevant factors.
What is the process for becoming a client of Robert Coulson?
The process begins with an initial consultation to discuss your financial goals. If you decide to proceed, Robert will gather relevant information, analyze your situation, and develop a tailored financial plan. He will then present the plan to you, and upon your approval, he will implement and monitor the plan to ensure it remains aligned with your needs.
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