Robert Ellis

Rob is an experienced Financial Adviser who enjoys connecting with clients through building trusting relationships and by dedicating the time to listen and understand personal goals and needs. Having started in the Financial Services industry in 1994, Rob has developed the skills to manage investment portfolio risk, provide strategy solutions and to build client’s wealth.

Whilst assisting clients with Retirement Planning and goal setting, Rob will identify ways to support lifestyle needs and maintain expectations throughout retirement. He believes it’s important to review his client’s financial plan to ensure they stay on track to meet their goals as circumstances change.

He works with clients to provide solutions for peace of mind and will construct portfolio investment options for clients that are accessing life savings to support their retirement lifestyle and needs.

Rob’s areas of specialisation are:

• Investment Advice
• Superannuation
• Pension Income Streams
• SMSF structures
• Portfolio Construction and
• Risk Management.