Robert Allison
Financial Adviser
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About
Robert Allison is an ASIC-registered financial adviser based in Quindalup, WA, dedicated to helping clients achieve their financial goals with clarity and confidence. With a career spanning over two decades, Robert brings a wealth of experience and a commitment to providing personalised financial advice tailored to each client's unique circumstances. Robert holds an Advanced Diploma of Financial Planning from Kaplan Professional (2016), complementing his Adviser Accreditation Course from AXA (1998) and SMSF Adviser Education Program certification from Financial Essentials (2007). He is also a proud member of the Financial Advice Association of Australia (FAAA), ensuring he adheres to the highest ethical and professional standards. Robert is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He specialises in guiding clients through the complexities of investment life insurance, life risk insurance, and retirement savings accounts, ensuring they make informed decisions every step of the way. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Life Risk Insurance Ready to take control of your financial future? Contact Robert today for a consultation and discover how he can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Robert Allison offer?
Robert Allison specialises in superannuation advice, insurance solutions, retirement planning, investment life insurance, life risk insurance, and retirement savings accounts. He provides tailored advice to help you achieve your financial goals.
What are Robert Allison's qualifications?
Robert holds an Advanced Diploma of Financial Planning from Kaplan Professional, is accredited from the AXA Adviser Accreditation Course, and holds an SMSF Adviser Education Program certification from Financial Essentials. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process of working with Robert Allison?
The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Robert will then develop a personalised financial plan tailored to your needs, followed by regular reviews to ensure you stay on track.
What can I expect during my first meeting with Robert Allison?
During your first meeting, you can expect a friendly and professional discussion about your financial goals, current situation, and any concerns you may have. Robert will explain his services in detail and answer any questions you may have, ensuring you feel comfortable and informed.
How can Robert Allison help me with my superannuation?
Robert can provide expert advice on optimising your superannuation contributions, choosing the right investment options, and planning for a comfortable retirement. He can also assist with establishing and managing self-managed super funds (SMSFs).
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