Rob completed a Bachelor of Business at the University of Southern Queensland in 2006 locally in Toowoomba and started working in financial services as an insurance consultant soon after. Wanting to move on to being able to properly advise clients around their finances following the global financial crisis, Robert began studying to become a financial adviser.
Robert completed his Diploma of Financial Services (Financial Planning) with Kaplan Professional in 2012 and started as a financial adviser with AMP Financial Planning in July 2012. Robert remained at AMP Financial Planning until August 2020 when he left to join Lifespan.
Robert also has a Cert IV in Finance (Mortgage Broking), but currently does not provide services in this area, but will again later in 2020.
RJL Financial Pty Ltd and Rob are both registered with the Tax Practitioners Board. This means that Rob can assist you in meeting your financial planning needs and objectives in these areas, which include personal insurances, saving and investment as well as superannuation, retirement planning strategies and tax (financial) advice.
