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Robert South

Robert South

DipFP GradDipFP
Authorised representative number: 001269066

Financial Adviser

I focus on developing tailored advice for my clients and then communicating this in a clear and open manner
Robert is passionate about assisting his clients in achieving their financial goals and objectives

Investment Style

Robert specialises in the accumulation of long term wealth for his clients. Financial security is achieved through consistently reaching short term goals and Robert will be there to guide his clients during this step by step process

Services and Specialties

Wealth Management
Financial Planning
Superannuation Advice
Fixed Interest and Cash Management
Retirement and Estate Planning

Qualifications and Professional Affiliations

Graduate Certificate in Financial Planning
Graduate Diploma of Financial Planning
Diploma of Financial Planning


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Managed Investments
Financial Planning
I am employed by Capricorn Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Rockhampton. My employer remunerates me by way of percentage of fees. As a shareholder of Capricorn Wealth Management Pty Ltd, I may be entitled to a share of profits.