Rob Laurie - retirement financial adviser

I help people all over Australia with the financial aspects of retirement

Recent Articles

Understanding the Commonwealth Seniors Health Care Card and Other Centrelink Concession Cards for Retirees

Understanding the Commonwealth Seniors Health Care Card and Other Centrelink Concession Cards for Retirees Retirement brings with it many decisions, particularly concerning finances and available...

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Robert Laurie is a Financial Adviser, an Authorised Representative of Lifespan Financial Planning Pty Ltd (Lifespan) and an employee/director of Name of Corporate Authorised Representative, a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd. Rob Laurie's impressive educational portfolio and recent qualifications highlight his deep expertise and commitment to excellence in financial planning: • Bachelor of Business from the University of Southern Queensland (2006) • Diploma of Financial Services (Financial Planning) from Kaplan Professional (2012) • Advanced Diploma of Financial Planning, Kaplan Professional (2021) • Accreditation as an Aged Care Professional by Aged Care STEPS (2021) • Graduate Diploma of Financial Services from Kaplan Professional (2023) 20 March 2024 • Master of Financial Planning from Kaplan Professional completed in 2024, marking a significant milestone in his continuous pursuit of professional development and mastery in the field. Rob's professional affiliations further showcase his dedication to the financial planning profession: Member of the Association of Independently Owned Financial Professionals, aligning with experts dedicated to independent and high-quality financial advice. Specialist Adviser with the SMSF Association, demonstrating his specialized expertise in self-managed superannuation funds.

Rob Laurie - retirement financial adviser

I help people all over Australia with the financial aspects of retirement

Wealth Factory

Aged Care Financial Advisers

retirement & money

Recent Articles