Robert D.
Financial Planner at Minerds Bell Consultancy Group
Based in Kingswood, Australia
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Seniority
Staff
Department
Finance & Accounting
Location
Kingswood
Industry
Financial Services
Company size
15
Contact information
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r•••••••@minerdsbell.com.au
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Background
About Robert D.
I am a financial planner from Adelaide, SA. I have a strong focus on guiding those who are leading into retirement and in retirement as it can be quite a complicated area that is forever changing through personal lifestyle changes, financial changes and other changes such as legislative. Using my experience and education ranging from a Bachelor of Commerce (Accounting) and an Advanced Diploma of Financial Planning - I try to simplify and maximise retirement outcomes for my clients and work together through the changing landscape. Key areas of focus- Helping clients approximately aged 50+ who are thinking of ways to maximise their retirement- Advising those aged 55+ who are leading into retirement and those who are already in retirement- Utilising superannuation, investments and tax effectives strategies to build wealth. To find out more- Contact myself on 0428 421 122 - Email me at robert.daniele@minerdsbell.com.au - Or visit http://minerdsbell.com.au - View my reviews at
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