Robert Ellis

Adviser

Biography

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.

My speciality

Wealth Management
Office Location
Findex Adelaide
Level 1, 182 Fullarton Road
Dulwich, South Australia 5065
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Phone: 08 8372 1300
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