Robert Kirtley
Financial Adviser
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About
Robert Kirtley is an ASIC-registered financial adviser based in Geelong West, Victoria. With a Bachelor of Commerce from Deakin University (2005) and as a Certified Financial Planner (CFP) since 2010 through the Financial Planning Association (FPA), Robert brings a wealth of knowledge and experience to his clients. He also holds RG146 accreditation in Margin Lending from MLC ThreeSixty (2010) and has completed Ethics and Professionalism in Financial Advice training with Kaplan Professional (2021). As a member of the Financial Advice Association of Australia (FAAA), Robert adheres to the highest ethical and professional standards. Robert is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Robert is dedicated to helping you achieve your financial goals through personalised advice and tailored strategies. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Robert Kirtley today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Robert Kirtley offer?
Robert Kirtley provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Robert Kirtley have?
Robert Kirtley holds a Bachelor of Commerce from Deakin University, is a Certified Financial Planner (CFP), and has RG146 accreditation in Margin Lending. He has also completed Ethics and Professionalism in Financial Advice training.
How does Robert Kirtley approach financial planning?
Robert Kirtley offers personalized advice and tailored strategies to help clients achieve their financial goals. He focuses on understanding each client's unique circumstances and developing a plan that meets their specific needs.
What can I expect during my first consultation with Robert Kirtley?
During your first consultation, Robert will discuss your financial goals, current situation, and risk tolerance. He will then outline how he can help you achieve your objectives and provide a clear explanation of his fees and services.
Is Robert Kirtley a member of any professional associations?
Yes, Robert Kirtley is a member of the Financial Advice Association of Australia (FAAA).
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