Certified Financial Planner
Robert was the first Certified Financial Planner appointed in Gippsland and has been practising Financial Planning, his second profession, since 1989 (Robert is also a lawyer and notary public). In 2002 he won the title of Money Management Australian Financial Planner of the Year and he joined McMillans in 2003 following the aquisition of Delburn Garrisons.
Robert's broad experience was recognised when he was asked to write (and update annually) the key Investment and Finance chapters of the Australian Financial Planning Handbook. He attributes much of his success to an ability to relate financial concepts to clients in jargon free language that can be readily understood. He has a particular interest in succession and estate planning.
In his spare time, Robert enjoys reading widely, sports cars, walking and relaxing with family whether at home, in the city or at Mallacoota.