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Robert has been involved in the financial services industry for over 7 years. Prior to joining Astute, Robert was a Credit Adviser predominately assisting clients with residential investment loans along with some commercial and business lending exposure. Robert’s passion in assisting clients leveraging in to Australian Property Investments has evolved from himself being an avid property investor whilst being involved in the construction industry for over 20 years. During this time Robert worked closely with his accountant and mortgage broker to build his family asset base and is now having great fulfilment working with clients to maximise their personal and trust portfolios.
Robert has a Diploma of Financial Services (Finance/ Mortgage Broking Management) and is a Credit Adviser with the Mortgage and Finance Association Australia (MFAA)
Robert’s interests are based around his local residence of Semaphore involving beach activities, family friendly outings, along with the Semaphore culture of café’s and coastal lifestyle.
I respected how much he did for me and he was available to speak to whenever I needed. I was very anxious throughout the process and he kept me calm and positive.
We have been using Jeremy for our financial affairs for over 10 years now and have always found Jeremy and his staff to provide a wonderful service and highly recommend them.
We were very apprehensive and uncertain about our future in retirement until we met with Nick many years ago. We have always found dealing with Government agencies very complex and intimidating. The rules always appear to be changing. Nick has been able to guide us through, explaining things in a simple and easy to understand way. He also structured our investments which provided us with certainty even during the Global Financial Crisis. Our retirement is everything we could have wished for now. We really value his advice, friendship and his down to earth approach.
A big thank you to Jeremy and Briony for assisting with the finance for our place and managing all of our super and insurances. We truly appreciate the help that you have provided and look forward to continuing our financial journey with you. Keep up the good work!
My husband and I would like to thank you for the processing of our new loan application. Briony managed this promptly and professionally. We could not believe that it was approved and actioned all within a week. We would certainly be recommended her as a mortgage broker. It was a refreshing experience.
I was fortunate enough to be referred to Nick after meeting with a variety of Financial Planners previously. In the initial meeting he took the time to really understand my goals and objectives in an empathetic manner. His knowledge and skills gave him the ability to provide a solution to my situation which no other Financial Professional’s had been able to in the past. More importantly he was able to communicate and implement this strategy in a manner which made sense to me. This advice has made a significant difference in my life. I can relax and enjoy my financial freedom
