Our Team
Robert is an Authorised Representative of AVALONfs Pty Ltd and a Director of George ST Planning Services Pty Ltd and receives a salary.
Robert has over 35 years of experience in the provision of accounting advice and over 30 years’ experience in the provision of financial planning advice.
Robert attained his Bachelor of Business from Kuring-Gai Institute of Advance Education in 1987 and attained his Chartered Accountant designation from The Institute of Chartered Accountants in 1989. He attained his Specialist advisor accreditation from SMSF Professionals Association of Australia (SPAA) in 2011 and SMSF Specialist Auditor accreditation from SPAA in 2012.
Robert is a registered Tax Agent and a Fellow of the Taxation Institute of Australia and an Associate member of the Financial Planning Association of Australia. Robert has attained specialist accreditation in the areas of Self-Managed Super Funds and Aged Care and Estate Planning.
Financial services and product types Robert is authorised to provide advice in the following areas:
- Deposit and Payment Products
- Government Debentures, Stocks and Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Accounts
- Securities
- Margin Lending, and
- Superannuation
- Deposit and Payment Products
- Government Debentures, Stocks and Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Accounts
- Securities
- Margin Lending, and
- Superannuation
Robert expertise is in the following areas:
- Aged Care
- Estate Planning
- Gearing/Lending
- Risk Insurance
- Listed Securities
- Managed Investments/Non-Superannuation Investments
- Retirement Planning
- SMSF – Borrowing
- SMSF – Core & Insurance
- Superannuation
- Taxation
- Aged Care
- Estate Planning
- Gearing/Lending
- Risk Insurance
- Listed Securities
- Managed Investments/Non-Superannuation Investments
- Retirement Planning
- SMSF – Borrowing
- SMSF – Core & Insurance
- Superannuation
- Taxation
Ashleigh is an Authorised Representative of AVALONfs Pty Ltd.
Ashleigh has been working in the accounting and financial planning industry for over 15 years and holds a BA in Accounting and Business as well as a Graduate Diploma in Financial Planning.
Ashleigh attained her Bachelor of Business and Accounting from The University of New England in and completed her Graduate Diploma in Financial Planning in 2023 from Kaplan Professional while working for George St Planning Services as a paraplanner. Ashleigh is currently finishing her Masters in Financial Planning.
Ashleigh’s position within George St Planning consists of financial adviser and client manager. Ashleigh is a friendly face and the first point of contact for our clients at our office.
Financial services and product types Ashleigh is authorised to provide advice in the following areas:
- Deposit and Payment Products
- Government Debentures, Stocks and Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Accounts
- Securities
- Margin Lending, and
- Superannuation
Ashleigh’s focuses are:
- Retirement Strategies/Planning
- Superannuation
- Centrelink & Age Care
- Wealth Creation & Protection
- Risk and Personal Insurance
- SMSF – Core & Insurance
- Managed Investments/Non-Superannuation Investments
- Retirement Strategies/Planning
- Superannuation
- Centrelink & Age Care
- Wealth Creation & Protection
- SMSF
- Risk Insurance
- Listed Securties
- Managed Investments/Non-Superannuation Investments
- Estate Planning