Robert South
DipFP GradDipFP
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
Stockbroking
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
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Managed Investments
Financial Planning
Superannuation
Securities
Generic
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.
