Senior Wealth Adviser - BEc, BBus, CFP®
M: 0407 077 945
P: 03 8663 5185 F: 03 8663 5199
Robert has been working in the financial services area for just over 20 years and has a broad background spanning, Superannuation, Corporate Accounting, Portfolio Management and Financial Advising.
Robert commenced his career within the AXA in 1993, and had various roles, including superannuation administration, accounting and corporate financial reporting. With a desire to work with clients in helping them achieve their goals, he moved into financial planning.
In 2004 Robert became a financial advisor giving strategic advice to clients. In time, Robert became the senior adviser managing client portfolios with a higher net worth.
In 2008 Robert decided to establish his own financial services company and wanted to do things his own way. Robert adopted a fee for service model from day one with a focus on strategic advice and personalised client service.
Robert is building a successful financial advising business which is enabling his clients to reach their financial goals.
Senior Wealth Adviser - BSc, CFP®
M: 0403 034 412
P: 03 8663 5191 F: 03 8663 5199
Chris has over 31 years’ experience in the financial services industry, with nearly 21 years as a Strategic Financial Adviser, with boutique advice firms and high worth individuals and their families.
Chris is a Certified Financial Planner since 2001 and holds a bachelor’s degree in Science (majoring in Applied Mathematics) from Monash University and a Diploma in Financial Planning.
Chris has also served on the investment committee of a large financial advisory group and their respective asset management business.
Chris is married to Helen and they have two adult children. He is a passionate Collingwood supporter and enjoys studying financial markets and having great coffee with family and friends.
“Helping clients through the complexity of the regulatory regime and the investment landscape, so they can make sensible financial choices that are tailored to their life objectives. That is my purpose.
I’d love the opportunity to work with you.”
Director & Founder - B Comm (Acc & Fin), CA
M: 0425 769 857
P: 03 8663 5111 F: 03 8663 5199
John is the founder of Preda Accounting and the founder of Preda Wealth.
We also have a number of professionals providing ongoing assistance to our clients in the areas of insurance, portfolio management and administration.
Where necessary we can provide referrals to a number of other specialist professionals including mortgage professionals and estate planning lawyers.