Meet Rob Gaggero

Rob Gaggero has worked as a financial services 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.

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.

In order to keep our costs competitive, our practice uses specialist business support resources that are located in Sri Lanka.

The organisation/s we have contracted to support our business have confirmed to us they will adhere to the Australian Privacy Principles when dealing with your personal information. They will not contact you or share your information with any other party unless they have your express approval.

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