Blue Sky Financial Planning
Rob is the Principal of Blue Sky Financial Planning and is a certified Financial Planner, holds a Diploma of Financial Planning, and is a Member of the Financial Planning Association and an Authorised Representative of Consultum Financial Planning.
Rob is a finance professional with more than twenty years’ experience in Retail Banking, Finance Broking, Consumer and Commercial Lending, and the last decade in the Financial Planning and Wealth Management Sector.
Some of the corporations Rob has worked for include Bank of Melbourne, Citigroup, and Godfrey Pembroke. He is a team player who thinks carefully before acting, basing his decisions on the breadth of business experience as well as on input from the rest of his team.
Rob’s experience has given him a depth of knowledge across a broad range of investments, including direct shares, managed investments, allocated pensions, annuities, self-managed and public offer superannuation funds.
Results oriented, Rob is able to see “the big picture”, and always works hard to achieve both personal and organisational goals.
He has strong interpersonal skill, enabling him to communicate effectively at all levels throughout the organisation, as well as with a diverse client base.
He has many years of experience assisiting parties through the separation and divorce process, specifically providing guidance on immediate living costs and then both temporary and permamanent investment advice during and after settlement.
» Take me to Blue Sky Financial Planning
03 9682 3111 firstname.lastname@example.org