Meet Rob Gaggero

Rob Gaggero has worked as a financial nservices professional providing advice since 2004. He currently holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Planning via Kaplan Professional. He is currently studying towards his Masters of Financial Planning. He is also a NSW Justice of the Peace and is an Associate Financial Planner® with the Financial Planning Association of Australia (FPA) since 2005. Rob is also a member of the Association of Financial Advisers (AFA) since 2016 & the Responsible Investment Association Australasia (RIAA) since 2017.

As an Authorised Representative of Bridges, Rob is able to assist clients in the areas of:

  • Tax-effective investment strategies
  • Ethical & value based investment strategies
  • Superannuation strategies (including personal injury claims)
  • Retirement planning
  • Centrelink entitlements
  • Stockbroking
  • Salary packaging
  • Life insurance (life, TPD, trauma, child trauma, income protection, business expenses)
  • Estate planning.

Backed by a team of leading research analysts, Rob can provide clients access to a range of leading Australian and international fund managers as well as listed investments. Rob is an active community member and is a proud supporter and sponsor of local sporting teams, including Shellharbour and Illawarra Basketball. Rob is committed to building longterm relationships with clients by providing them with appropriate personal advice and professional ongoing service. If you are looking for a local financial planner with a personable approach and the knowledge to help you make the next step, phone Rob on 02 4226 1233.

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    The start of the new financial year brings a number of changes and some new opportunities. Find out if any are relevant to your situation.

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