Robert Switkowski
Financial Adviser
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About
Robert Switkowski is an ASIC-registered financial adviser dedicated to helping individuals and families in Doncaster and across Victoria achieve their financial goals. With an Advanced Diploma of Financial Services (Financial Planning) obtained from ThreeSixty in 2007, and further studies in Commercial Law and Tax for Financial Advising through Kaplan Higher Education expected to be completed in 2025, Robert possesses a strong foundation of knowledge and a commitment to ongoing professional development. Robert is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for every client's unique needs. This includes expertise in superannuation, insurance, wealth management, and retirement planning, as well as specific instruments such as Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice to help you grow your retirement savings • Comprehensive insurance solutions to protect you and your family • Strategic wealth management to build long-term financial security • Retirement planning to ensure a comfortable and fulfilling future If you're seeking expert financial guidance and a personalized approach to achieving your financial aspirations, contact Robert Switkowski today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Robert Switkowski offer?
Robert Switkowski offers advice on a range of financial areas, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on specific financial products such as Investment Life Insurance, Securities and Derivatives.
What qualifications does Robert Switkowski have?
Robert Switkowski holds an Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty (2007) and is currently undertaking further studies in Commercial Law and Tax for Financial Advising at Kaplan Higher Education Pty Limited (completion expected in 2025).
What is the process of working with Robert Switkowski?
The process typically starts with an initial consultation to understand your financial goals and current situation. Robert will then develop a tailored financial plan that addresses your specific needs and objectives. Regular reviews and adjustments are made to ensure your plan remains aligned with your evolving circumstances.
What can I expect during my first meeting with Robert?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Robert will explain his approach to financial planning and answer any questions you have about his services and fees.
How can Robert help me with my retirement planning?
Robert can assist you in developing a comprehensive retirement plan that considers your desired lifestyle, income needs, and risk tolerance. He can provide advice on superannuation strategies, investment options, and income streams to help you achieve a comfortable and secure retirement.
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