Who We Are / Adviser Profiles / Robert W Waldron

    Robert W Waldron
    Certified Financial Planner

    Email: bobwaldron@tifp.com.au




Qualifications:
Diploma Financial Planning
Certified Financial Planner
Certificate in Financial Markets

Membership Professional Bodies:
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia - Senior Associate

Australian Securities and Investments Commission (ASIC) number: 238387

Industry Experience:   
Robert has been involved in the financial services industry since 1967.  He has acted as an Authorised Representative of the ANZ Banking Group since 1988 and has been an Authorised Representative of Totally Integrated Financial Planning Pty Ltd since 2003.

Robert works with the philosophy of providing excellent services and working towards a long term, mutually rewarding relationship with clients.

Robert’s principle focus is ensuring that appropriate investment strategies are developed, incorporating all aspects of personal, legislative and economic conditions.

Areas of Specialisation:
Robert can provide advice on

• Comprehensive Strategy Development
• Asset Classes and Allocation
• Financial Planning
• Superannuation and Rollovers
• Gearing
• Securities
• Debentures
• Cash Deposits
• Managed Funds
• Immediate Annuities
• Allocated Pensions
• Remuneration Packaging
• Loans
• Asset Protection
• Redundancy
• Taxation minimization
• Life & Risk insurance
• Retirement Planning
• Social Security/Veteran Affairs Entitlements
• Strategy Implementation
• Estate Planning 
• Ongoing Reviews