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Robert Franklin B. Ec, Mst. Fp is listed as Senior Financial Planner at McConachie Stedman, a with 49 employees, based in Toowoomba City, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Robert Franklin B. Ec, Mst. Fp.
Robert Franklin B. Ec, Mst. Fp previously worked as Senior Financial Planner at Rbs Mogans & Mds Financial Services and Commercial Banker at Various Banks. Robert Franklin B. Ec, Mst. Fp holds Master'S Degree, Financial Planning And Services from University Of Southern Queensland.
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As a long term Financial Services professional, I enjoy working with people, love analysing numbers and enjoy reading immensely. Just as well, because that is what is involved in partnering with people for the long term.My primary motivation is to help and serve - assisting my clients take control of building their wealth.Working out the best and most appropriate strategies gives me a buzz. Better feelings though, when the results align with the plan & goals and all communicating is in language that is understood.So make contact and see if you can get on the pathway that may lead to those desired lifestyle choices.
Listed skills include Financial Services, Wealth Management, Wealth, Finance, and 46 others.
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619 Ruthven Street Toowoomba
I work with people or small business owners who desire to take control of growing and protecting their wealth.I help them by listening to their objectives and giving them the best strategy.As a result, they start or continue on a pathway that should get them the lifestyle they want.
Springwood Qld
Along with providing all the usual client advice of a Senior Financial Planner, I also gave advice on direct equities whilst under RBS Morgans AFSL. I also gave advice on options trading and was the Compliance Manager for the Corporate Authorised Representative whilst under MDS Financial Services AFSL.
Brisbane
For over 30 years, mostly at CBA/Colonial/Bankwest I was a commercial banker based in Brisbane. I helped many clients in many industries negotiate their lending through Credit to successful outcomes. I was both a Relationship Manager and a Development Manager.
Completed by external study
Options 1 and 2 Diploma of Finance and Mortgage Broking Ongoing CPD
Quick answers generated from the profile data available on this page.
Robert Franklin B. Ec, Mst. Fp works for McConachie Stedman.
Robert Franklin B. Ec, Mst. Fp is listed as Senior Financial Planner at McConachie Stedman.
Robert Franklin B. Ec, Mst. Fp is based in Toowoomba City, Queensland, Australia while working with McConachie Stedman.
Robert Franklin B. Ec, Mst. Fp has worked for Mcconachie Stedman, Rbs Mogans & Mds Financial Services, and Various Banks.
You can use AeroLeads to view verified contact signals for Robert Franklin B. Ec, Mst. Fp at McConachie Stedman, including work email, phone, and LinkedIn data when available.
Robert Franklin B. Ec, Mst. Fp holds Master'S Degree, Financial Planning And Services from University Of Southern Queensland.
Robert Franklin B. Ec, Mst. Fp is listed with skills including Financial Services, Wealth Management, Wealth, Finance, Financial Planning, Investments, Superannuation, and Retirement Planning.
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