Robert Negri
Director & Founder
BEc, BBus, CFP®
M: 0407 077 945
P: 03 9499 3435
F: 03 9499 3689
BEc, BBus, CFP®
M: 0407 077 945
P: 03 9499 3435
F: 03 9499 3689
"I'm here to understand your needs, goals and objectives. With over 23 years of financial services experience, I will provide tailored strategic advice, focused on achieving outcomes that service your interests"
Chris Tsatrafilis
Robert is supported by a team of people and experts in particular areas (such as taxation and estate planning). This includes an experienced Investment Committee that meets regularly.