Rob Watts
Financial Adviser
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About
Robert Watts is an ASIC-registered financial adviser based in West Perth, dedicated to helping clients achieve their financial goals through tailored and strategic advice. With a Diploma of Financial Planning from the FPA (2004), and ongoing professional development including certifications in Margin Lending and Geared Investments (Kaplan, 2010) and Tax for Financial Advising (Kaplan Professional, 2025), Robert possesses a strong foundation of knowledge and a commitment to staying at the forefront of industry best practices. Robert is authorised to provide advice on a range of financial products, including wealth management, securities, and government debt securities. He works closely with clients to develop comprehensive financial plans that align with their individual needs and aspirations. He has a particular focus on providing tailored advice in investments, superannuation and wealth creation. Key services include: • Investment advice • Superannuation strategies • Wealth management • Retirement planning • Securities advice Ready to take control of your financial future? Contact Robert Watts today for a consultation and discover how he can help you achieve your financial objectives.
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Frequently Asked Questions
What types of financial advice does Robert Watts offer?
Robert Watts provides advice on wealth management, securities, and government debt securities. He specialises in crafting personalised strategies for investments, superannuation, and wealth creation to align with your unique financial objectives.
What qualifications does Robert Watts hold?
Robert Watts holds a Diploma of Financial Planning from the FPA (2004) and has completed certifications in Margin Lending and Geared Investments (Kaplan, 2010) and Tax for Financial Advising (Kaplan Professional, 2025). These qualifications ensure he provides well-informed and up-to-date advice.
What is the process for becoming a client of Robert Watts?
The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Robert will then develop a tailored financial plan, discuss it with you, and implement the agreed-upon strategies. Regular reviews ensure your plan remains aligned with your evolving needs.
What can I expect during a consultation with Robert Watts?
During a consultation, you can expect a thorough assessment of your financial situation, a clear explanation of potential strategies, and a collaborative approach to developing a plan that suits your individual needs. Robert prioritises transparency and open communication.
How can wealth management advice from Robert Watts benefit me?
Robert's wealth management advice can help you grow and protect your assets, plan for retirement, and achieve your long-term financial goals. He provides tailored strategies for investment, superannuation and general wealth creation, taking into account your unique circumstances and aspirations.
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