Robert Maroni
Financial Adviser
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About
Robert Maroni is an ASIC-registered financial adviser based in Albany, WA, committed to helping clients achieve their financial goals with clarity and confidence. Robert holds a Diploma of Financial Planning (1996) from the Financial Planning Association, earned his Certified Financial Planner designation in 2002, and has consistently updated his knowledge with courses like TASA and the TPB Code of Professional Conduct (2017), Ethics and Professionalism in Financial Advice (2019), and the FASEA Relevant Provider Exam (2020). 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, ensuring tailored solutions for each client's unique needs. This includes superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Robert today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Robert Maroni offer?
Robert Maroni provides advice on a wide range of financial areas including superannuation, insurance, wealth management, retirement planning and investments. He can help you create a personalized financial plan to achieve your goals.
What qualifications does Robert Maroni hold?
Robert holds a Diploma of Financial Planning, is a Certified Financial Planner, and has completed training on the TASA and TPB Code of Professional Conduct, Ethics and Professionalism in Financial Advice, and the FASEA Relevant Provider Exam.
How does Robert Maroni develop a financial plan for his clients?
Robert starts by understanding your current financial situation, goals, and risk tolerance. He then develops a tailored financial plan that aligns with your objectives and provides ongoing support to help you stay on track.
What can I expect during my first meeting with Robert Maroni?
During your first meeting, Robert will discuss your financial goals and current situation. This is an opportunity for you to ask questions and determine if Robert is the right financial adviser for you. He'll explain his fees and how he works with clients.
How often will Robert Maroni review my financial plan?
Robert typically reviews financial plans annually, or more frequently if your circumstances change significantly. Regular reviews ensure your plan remains aligned with your goals and adapts to any changes in your life or the market.
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