Robyn has worked in the stockbroking and financial planning industry for more than 20 years and has a passion for assisting clients protect their lifestyle with adequate risk insurance, assisting them build wealth and plan for retirement.
Robyn builds long-term professional relationships with clients based on trust obtained through regular review meetings. She explains to clients how their portfolios are performing, offers rebalancing recommendations based on asset performance and ensures long-term financial goals are achieved. During market downturns Robyn offers reassurance on the importance of staying the course with investment decisions.
Robyn’s primary employer in this industry has been Ord Minnett, however her career has also included a brief move to Commonwealth Financial Planning. Robyn has also worked with Central Queensland University as a casual lecturer and tutor for Business Finance and Principles of Economics, in addition to being a director of a family business and has served in the Australian Army.
Robyn has extensive experience advising clients through various life stages. Younger clients seek protection of assets and lifestyle through adequate risk insurance. As children leave home, and the mortgage becomes manageable some clients like to build investment wealth. Eventually retirement planning and transferring assets into superannuation becomes the focus. For some clients, it may involve assistance with Centrelink.
Robyn listens to and identifies client needs and assists clients achieve their financial goals. Robyn educates clients on investment markets, their personal financial assets and product choices to provide greater understanding of how their goals will be achieved.
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