Robert Negri
Financial Adviser
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About
Robert Negri is an ASIC-registered financial adviser based in Melbourne, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Robert's extensive education and commitment to ongoing professional development ensure he provides the highest quality service. Robert holds a Bachelor of Economics from La Trobe University (1990), a Bachelor of Business (Accounting) from RMIT (1996), a Graduate Diploma in Applied Finance and Investments from FINSIA (2003), and a Graduate Diploma of Financial Planning from FINSIA (2004). He also earned his CFP Certification from the FPA in 2014, demonstrating his dedication to excellence and ethical practice. Authorised to advise on a broad range of financial products, Robert can assist with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance and superannuation, Robert provides personalised strategies to suit your individual needs. Contact Robert today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Robert Negri offer?
Robert Negri specialises in superannuation advice, insurance, wealth management, and retirement planning. He provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Robert Negri have?
Robert holds a Bachelor of Economics, a Bachelor of Business (Accounting), a Graduate Diploma in Applied Finance and Investments, a Graduate Diploma of Financial Planning, and CFP Certification.
What is Robert Negri's approach to financial planning?
Robert takes a personalised approach, tailoring strategies to each client's unique needs and financial goals. He focuses on building long-term relationships based on trust and providing ongoing support and guidance.
How can Robert Negri help me with my retirement planning?
Robert can help you develop a comprehensive retirement plan, including strategies for maximising your superannuation, managing your investments, and ensuring a comfortable retirement income.
What should I expect during my first consultation with Robert Negri?
During your first consultation, Robert will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide an overview of how he can help you achieve your objectives and outline the next steps in the financial planning process.
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