Robert Pertich
Financial Adviser
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About
Robert Pertich is an ASIC-registered financial adviser based in Moorabbin, VIC, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a Bachelor of Economics from La Trobe University (1994), Robert is also a Certified Practising Accountant (CPA) with CPA Australia, demonstrating a strong foundation in financial principles and ethical conduct. Further enhancing his expertise, Robert holds a Diploma of Financial Planning from Kaplan Professional (2018), as well as certifications in Ethics and Professionalism in Financial Advice, and Superannuation and Retirement Advice from Kaplan Higher Education (2025). Robert is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet your specific needs. His expertise includes superannuation, insurance, wealth management, and retirement planning, as well as Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Robert's key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need assistance with superannuation, Robert is committed to providing personalized, professional, and reliable advice. Contact Robert today to schedule 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 Pertich offer?
Robert Pertich specializes in superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Robert Pertich's qualifications?
Robert holds a Bachelor of Economics from La Trobe University, is a Certified Practising Accountant (CPA) with CPA Australia, and has a Diploma of Financial Planning from Kaplan Professional. He also has certifications in Ethics and Professionalism in Financial Advice, and Superannuation and Retirement Advice.
What can I expect during my first meeting with Robert?
During your initial consultation, Robert will take the time to understand your current financial situation, goals, and risk tolerance. He will then provide an overview of how he can help you achieve your objectives and answer any questions you may have.
How does Robert stay up-to-date with changes in financial regulations?
As a CPA and ASIC-registered financial advisor, Robert is committed to ongoing professional development. He regularly attends industry conferences, completes continuing education courses, and stays informed about the latest regulatory changes to ensure his advice is always current and compliant.
What is Robert Pertich's approach to financial planning?
Robert believes in a client-centered approach to financial planning. He takes the time to build long-term relationships with his clients, providing personalized advice and ongoing support to help them achieve their financial goals.
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