Roel Burghouwt
Financial Adviser
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About
Roel Burghouwt is an ASIC-registered financial adviser based in Melbourne, VIC, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, Roel holds the esteemed Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (since 2002) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008). Furthering his expertise, he also completed specialized training in Self Managed Superannuation Funds (Kaplan Professional, 2011) and is an ASX Accredited Listed Product Adviser (Kaplan Professional, 2014). Roel is a proud member of the Financial Advice Association of Australia (FAAA), adhering to the highest ethical and professional standards. Roel is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • SMSF advice Whether you are planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Roel can provide expert advice tailored to your individual circumstances. Contact Roel today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What financial planning services does Roel Burghouwt offer?
Roel Burghouwt provides advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with investment strategies, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Roel Burghouwt hold?
Roel Burghouwt is a Certified Financial Planner (CFP) with an Advanced Diploma of Financial Services (Financial Planning). He also holds certifications in Self Managed Superannuation Funds and is an ASX Accredited Listed Product Adviser.
What is the process of working with Roel Burghouwt?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Roel will then develop a personalized financial plan tailored to your needs, which he will review and adjust as needed. Ongoing support and advice are provided to ensure you stay on track to achieve your objectives.
How can Roel Burghouwt help me with retirement planning?
Roel can assist you in developing a comprehensive retirement plan that considers your income needs, lifestyle goals, and risk tolerance. He can provide advice on superannuation, investments, and strategies to maximize your retirement savings.
What professional associations does Roel Burghouwt belong to?
Roel Burghouwt is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards in the financial planning industry.
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