Rob Barkla

Dip FP, AFA
Director, Senior Advisor

Rob has been in the financial services industry since 1999.  Having initially worked as a senior adviser with a national advisory group Rob went on to run his own boutique practice before merging with Southern Cross Financial in 2009.

His role is to provide highly specialised personal financial planning advice relevant to the needs of his clients both on an individual or corporate level.  This includes the development of appropriate strategies and investment structures to provide tax efficient income and real capital growth over the long term.

Rob has an in depth knowledge of the personal insurance space and also specialises in retirement planning strategies which includes dealing with the complexities associated with superannuation, taxation and Centrelink

He constantly strives to achieve the best of his clients and prides himself on maintaining close contact with them. This ensures his advice remains appropriate at the time of implementation and into the future.

He holds a Diploma of Financial Planning through Deakin University and is a member of the Association of Financial Advisers.

 

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