Robert Rich CFP
Robert has advised hundreds of families around Australia to meet their financial goals.
Are you wrapping up your career, just starting to grow your wealth, or somewhere in between? Robert has the experience to guide you on your journey!
If you have questions about retirement, superannuation, property, investments, taxes or anything related to your finances, we would love to have a chat to see how we can help.
Alexis Kavaliotis
Being in the industry for more than 5 years, Alexis has supported and guided many families with their journey.
From those looking to start their investing journey to those who want to take their wealth to the next level Alexis has assisted clients from all walks of life. She is ready to support you moving forward to also achieve your unique goals.
awards
Financial Standard adjudicates the top 50 most influential financial advisers in Australia -individuals who have been instrumental in shaping the future of the financial advice industry.
- Winner - Top 50 Most Influential Advisers (2023)
The ifa Excellence Awards acknowledges the achievements of the top businesses and advisers in the financial advice industry across Australia.
- Winner – Client Servicing Individual of the Year (2022), Newcomer of the Year (2018)
- Finalist – Transformation of the Year (2023), Client Outcome of the Year (2020 & 2022), Goals Based Adviser of the Year (2022), Risk Adviser of the Year (2020), Client Servicing Individual of the Year (2020)
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