Robert Rich Cfp®

Robert Rich Cfp® Email and Phone Number

Director and Financial Adviser @ Unite Wealth
Melbourne, VIC, AU
Robert Rich Cfp®'s Location
Greater Melbourne Area, Australia, Australia
About Robert Rich Cfp®

Unite Wealth is not your typical financial advice firm. We are a family-owned company, focused on you and getting the right team of professionals around you and your family! Our vision is to provide the highest calibre of service while also supporting charities working with kids with disabilities.We have the education and experience to help you to navigate your way through all of life’s ups and downs. Some of our career highlights to date include:- Mentoring a high-income earner to pay down their bad debt and gain control of their cashflow,- Supporting a young family to buy their first investment property with future plans to subdivide,- Providing a couple in their late 50s the clarity that ‘work is optional’ for them moving forward, - Helping couples build their property portfolios with the benefits of Trusts and SMSFs where appropriate to slash their tax bills, and- Assisting retired couples to consider intergenerational wealth and their ability to establish a family legacy.Behind the scenes, my wife and I live with our three boys in Melbourne’s Outer-East and we invest in property and shares ourselves. If you have questions about your situation, please feel free to reach out for a confidential discussion about your story and your plans for the future. robert@unitewealth.com.au0411 023 954

Robert Rich Cfp®'s Current Company Details
Unite Wealth

Unite Wealth

View
Director and Financial Adviser
Melbourne, VIC, AU
Employees:
2
Robert Rich Cfp® Work Experience Details
  • Unite Wealth
    Director And Financial Adviser
    Unite Wealth
    Melbourne, Vic, Au
  • Unite Wealth
    Director & Financial Adviser
    Unite Wealth Jan 2023 - Present
    Chadstone, Vic, Au
  • Endorphin Wealth Management
    Director & Financial Advisor
    Endorphin Wealth Management Jul 2019 - Jan 2023
    Melbourne, Vic, Au
  • Endorphin Wealth Management
    Financial Advisor
    Endorphin Wealth Management Dec 2017 - Jun 2019
    Melbourne, Vic, Au
  • Endorphin Wealth Management
    Associate Wealth Advisor
    Endorphin Wealth Management Apr 2016 - Dec 2017
    Melbourne, Vic, Au
  • Blueprint Group Australia
    Finance Officer
    Blueprint Group Australia Jan 2015 - Apr 2016
    Sydney, Nsw, Au
  • Blueprint Group Australia
    Payroll Officer
    Blueprint Group Australia Sep 2013 - Jan 2015
    Sydney, Nsw, Au
  • The Pancake Parlour
    Payroll Manager
    The Pancake Parlour Jan 2008 - Sep 2013
    Melbourne, Vic, Au

Robert Rich Cfp® Education Details

  • Financial Planning Association
    Financial Planning Association
    Financial Planning And Services
  • Monarch Institute
    Monarch Institute
    Financial Planning
  • Swinburne University Of Technology
    Swinburne University Of Technology
    Accounting And Marketing
  • Mount Lilydale College
    Mount Lilydale College
    Vce

Frequently Asked Questions about Robert Rich Cfp®

What company does Robert Rich Cfp® work for?

Robert Rich Cfp® works for Unite Wealth

What is Robert Rich Cfp®'s role at the current company?

Robert Rich Cfp®'s current role is Director and Financial Adviser.

What schools did Robert Rich Cfp® attend?

Robert Rich Cfp® attended Financial Planning Association, Monarch Institute, Swinburne University Of Technology, Mount Lilydale College.

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