11 Reviews

Rob Galey

Pinnacle Private Wealth Pty Ltd

Gold

21 Yrs Experience

Sydney, NSW 2000

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Robert is the Managing Director and Principal Advisor of Pinnacle Private Wealth Pty Ltd.

With extensive experience in the Financial Planning Industry, Robert has spent over a decade as a Senior Financial Planner offering advice to individual clients as well as small and large Business clients.

Prior to establishing Pinnacle Private Wealth in 2016, Robert held various roles in St.George Bank. In his latest role in St.George Bank, Robert was a Senior Financial Planner.

His key role is to provide Holistic advice and work closely with our clients to meet their lifestyle goals and objectives.

Robert will take the time to listen and understand each clients’ needs and aspirations. Once this is achieved, he will create a Medium-to Long-Term strategy to assist clients’ to reach the Pinnacle of their Financial Goals and Aspirations.

This experience provides a unique blend of skills suitable for clients seeking quality strategic advice and comprehensive financial planning.

Robert's Authorized Representatives ASIC Number is 001003282.

Government Assistance
Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets

5.00 November 2024

Rob has always provided reasoned advice, direction and financial management to ensure that our superannuation and investments would meet our retirement needs for the long term. Rob is generous with his time and is genuinely interested in our lives, not just as his clients.

5.00 December 2022

Robert is available in person whenever I need his support and has even visited my home to make things more convenient. Robert is available by mobile phone or landline including calls and messaging. He is also available by email and uses document management with great skill. Robert's responds promptly and he communicates periods of unavailability with options to make contact. Robert adds personality to a serious profession and encourages contact. I have recommended Robert to a number of people and will continue to do so. His knowledge is expansive.

5.00 November 2022

Rob has been my adviser for a number of years and is always contactable and responds promptly to any queries.

5.00 November 2022

Rob has been always helpful of any problems I have had and been very quick to solve the problems.

5.00 November 2022

I have little understanding of finance and Rob is so very patient and ensures that I get it with great patience. I call him with so many little problems and he always takes time out to get back to me swiftly and advise me. Couldn't think of anyone better to care for my finances.

Adviser status Gold
Rating 5.00
Number of reviews 11
First year providing advice 2003
Years of experience 21
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Languages spoken
- Arabic
- English