Congratulations to Robert Rich for Completing his CFP® studies


We are delighted to congratulate our director, Robert Rich for completing his Certified Financial Planner (CFP)® studies over the last 2.5 years.

The CFP® signifies the highest designation in financial planning and is coupled with a commitment to the highest ethical standards. The CFP® designation is recognised in over 26 countries around the world and requires ongoing commitments to continual professional development.

The CFP Competencies are categorised into eight areas:

  1. Financial Planning Principles, Process & Skills
  2. Financial Management
  3. Tax Principles and Optimisation
  4. Investment Planning & Asset Management
  5. Risk Management and Insurance Planning
  6. Retirement Planning
  7. Estate Planning & Wealth Transfer
  8. Integrated Financial Planning

These broad technical knowledge areas provide a framework within which the abilities and knowledge expected of a financial planner can be mapped. Robert is thrilled to have completed the CFP® course and is already applying the knowledge to his client’s circumstances.

If you’d like to book in a time to speak with Robert, please contact him at or 0466 554 234