Extensive Banking Experience for Inter-Generational Investment Strategies
Rob has 40 years of experience in dealing with higher net worth clients, business owners and Superannuation Trustees, in all aspects of Financial, Estate, Succession and investment planning and management. He is easy to talk to, readily accessible and will help you solve issues pertaining to your specific needs.
Authorisations
Robert Maroni can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account Products
- Securities
- Superannuation
Robert is accredited to provide tax (financial) service advice.