Rob has been involved in the Financial Services Industry for over 20 years and was part of the first financial planning practice in Dunsborough. As the Principal financial adviser, Rob has a passion for helping people achieve their retirement goals. “I get a great deal of satisfaction assisting and guiding people into retirement and to help simplify the complex world of Financial Planning”.

Rob enjoys a great lifestyle in Dunsborough which includes golf, swimming, fishing, cycling and he cherishes spending time holidaying with his family. “I have been fortunate to have built a great business with great clients, in such a beautiful area of the world”. Rob has an Advanced Diploma of Financial Planning and is a Registered Tax (Financial) Adviser.

Louise has been in Dunsborough since 1984 and has been working alongside Rob as Administration Manager since 2004. She loves the client interaction her job entails and prides herself on providing excellence in customer service standards. She enjoys a wonderful life in Dunsborough with close family and friends.