Robert Barkla
Financial Adviser
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About
Robert Barkla is an ASIC-registered financial adviser based in Osborne Park, WA, committed to providing tailored financial solutions to help you achieve your financial goals. With a Bachelor of Science from Curtin University (1995), a Diploma of Financial Services (Financial Planning) from Integratec (2003), and a Grad Dip FP from KAPLAN (2021), Robert combines a strong academic foundation with practical industry experience. Authorised to provide advice on a comprehensive range of financial products, Robert specialises in superannuation, insurance, wealth management and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Robert is dedicated to building long-term relationships with his clients, ensuring they receive ongoing support and guidance as their needs evolve. • 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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Frequently Asked Questions
What types of financial advice does Robert Barkla offer?
Robert Barkla offers 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 Barkla have?
Robert Barkla holds a Bachelor of Science from Curtin University (1995), a Diploma of Financial Services (Financial Planning) from Integratec (2003), Margin Lending and Geared Investments from Kaplan (2010) and a Grad Dip FP from KAPLAN (2021).
What is Robert Barkla's approach to financial planning?
Robert focuses on building long-term relationships with his clients, providing tailored financial solutions and ongoing support to help them achieve their financial goals.
How can Robert Barkla help me with my retirement planning?
Robert can help you develop a comprehensive retirement plan that takes into account your current financial situation, future goals, and risk tolerance, ensuring you have a comfortable and secure retirement.
What should I expect during my first consultation with Robert Barkla?
During your first consultation, Robert will take the time to understand your financial situation, goals, and concerns. He will then provide you with an overview of how he can help you and discuss the next steps in the financial planning process.
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