Robert Di Felice
As a diligent and passionate financial adviser, Robert's objective is to assist motivated people throughout Australia to become financially well organised by helping them make smart financial decisions across all areas of their lives.
Robert offers personalised financial management strategies and investment management solutions. He also creates wealth protection portfolios for clients using the most appropriate insurance products available. Robert is particularly passionate about protecting his clients, and those they love, from having their financial aspirations derailed by unexpected life events.
Robert started work in the finance industry in 2011 and became a qualified financial adviser in 2014. Robert holds a CFP® certification which is the highest financial planning certification worldwide and he also holds a Life Risk Specialist LRS® certification. Robert advises on wealth management, risk management, personal insurance advice, direct equities investments, superannuation strategies and estate planning.
Having a positive impact on people’s lives and helping both them and their families achieve their goals and dreams is why Robert is in the industry.
CFP, LRS, BA-BBus, Adv. Dip. FP