Rob Gangi

My Financial Planner Pty Ltd

Platinum
24 Yrs Experience
Essendon, VIC 3040

I am the Principal/Owner of My Financial Planner Pty Ltd an Authorised Representative of Capstone Financial Planning, a privately owned company not owned by a fund manager, bank or other financial institution. We are located at 9 Keilor Road, North Essendon VIC 3041.I have been practising as a Senior Financial Planner for over 20 years and previously as a Tax Accountant for over 5 years. I am both a Certified Financial Planner and a Certified Practising Accountant. Our Client Value Proposition: Good advice that is professional, easy to understand and achieves great outcomes. We help you define your goals, then transform them into a plan that will allow you to realise your dreams. Our individually tailored review service will help keep you on track to achieve your goals. We can provide advice on: Retirement Planning, Superannuation, Life insurance / Income Protection insurance, Investments and strategic asset allocation, Budget/cash flow management, Salary packaging, Estate planning, Centrelink and Aged Care Advice, Ongoing advice, including regular portfolio reviews.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Practicing Accountant (CPA)
  • Languages spoken
    • English
    • Italian

My Financial Planner Pty Ltd

9 Keilor Road
Essendon, VIC 3040

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135