Rob De Bono

RJD Financial Planning

Bronze

17 Yrs Experience

Brighton, SA 5048

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The financial world can be very complex and difficult to understand, hence I believe that my role as a Financial Planner is not just to create financial strategies and solutions but also to help my client’s achieve a level of financial literacy that will help them better understand their financial situation and my recommendations.

Rob, loves everything Adelaide has to offer from the yearly festivals to the wine regions. In his spare time, Rob enjoys spending time with family and friends, the beach, camping or even just sitting around the fire pit in the backyard listen to music.

Rob holds an Advanced Diploma in Financial Planning, a Post Graduate Certificate in Financial Planning and is working towards a Masters in Financial Planning to complement his 25 plus years of experience in financial services.

I can help with

Advice on your life insurance

Advice on your superannuation and savings

Advice on your investments and income streams

Advice on your long-term financial needs

Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Redundancy
Complex Investments
Tax Strategies
Growing Assets

My upfront fee covers all the expenses of research, paraplanning costs, Statement of Advice preparation fees and implementation fees. My ongoing service fees start at $0.00 to $2,640.00 depending on the level of service required.

5.00 August 2021

I have no hesitation in recommending Rob as an advisor and appreciate the time he spent in explaining why he recommended what he did for my situation. He explained the process, the strategies and the recommendations in terms that made it easy to understand.

5.00 August 2021

Rob is an excellent Adviser. He was upfront and Honest about the fees for his advice. He explained the whole process to me in a way that I could understand. He explained the strategies and the recommendations to me and I felt confident and well informed after our meetings. I would highly recommend Rob to my friends and family.

4.75 July 2021

'Robert has given me advice on my allocated pension. He did extensive research and found a solution that is easy for me to understand and that is cheaper than my previous product. Robert was able to explain the process and strategies to me in a clear and easy to understand manner. I feel very confident that the advice Robert gave me addressed my needs.'

5.00 July 2021

“Rob is very thorough, listens to his customers and provides tailor-made solutions based on his customer’s personal situations backed by sound research, and is always happy to be of assistance well after he’s had his customers set up to access their product online”.

Adviser status Bronze
Rating 4.94
Number of reviews 4
First year providing advice 2007
Years of experience 17
Highest qualification
- Graduate Certificate in Financial Planning
Language spoken
- English

RJD Financial Planning

500A Brighton Rd
Brighton, SA 5048

11:00am – 3:00pm Saturday – Sunday
9:00am – 5:00pm Monday – Friday

Interprac Securities

AFSL 246638

Rob De Bono

RJD Financial Planning

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RJD Financial Planning

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Interprac Securities