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 40 years of experience as an accountant and over 30 years’ experience in providing financial planning advice.
Robert attained his Bachelor of Business from Kuring-Gai Institute of Advance Education and attained his Chartered Accountant designation from The Institute of Chartered Accountants. He attained his Specialist advisor accreditation from SMSF Professionals Association of Australia (SPAA) and SMSF Specialist Auditor accreditation from SPAA.
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 Specialist
- 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
Financial services and product types Ashleigh is authorised to provide advice in the following areas:
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 Masters in Financial Planning.
Ashleigh attained her Bachelor of Business and Accounting from The University of New England before completing her Masters in Financial Planning at Kaplan Professional while working for George St Planning Services as a paraplanner.
Ashleigh is a member of the Financial Planning Association of Australia. Ashleigh has attained specialist accreditation in the areas of Self-Managed Super Funds holding a SMSF Association SMSF Specialist Advisor (SSA®) accreditation and special training in Aged Care.
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.
- 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 Specialist
- 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