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  • Who we are
  • Our Team
    • Simon Clifford
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Robert De Ceglie

Robert De Ceglie

Business Development Manager

  • Certificate in Marketing
  • Diploma of Financial Planning
  • Advance Diploma of Financial Planning
 
 

I commenced my financial Planning career in July 2001 after selling a small business franchise and finishing my semi professional football career in Australia. I have successfully managed and implemented a number of initiatives either from the establishment of my personal business where I developed a successful and profitable organisation within a relatively short period of time, to my more significant achievement as a Senior Financial Planner.

My commercial acumen and personable approach, further developed through many years of financial planning experience, provides me with a significant competitive advantage in delivering successful investor outcomes.

As a member of the Financial Planning Association (FPA), I receive the greatest satisfaction by providing financial solutions and financial outcomes for people to achieve their financial goals, established on trusted advice and consistent ongoing communication.

Having previously worked in a large financial institution, I was employed by Adviser fp in late 2014 as a Senior Financial Planner to provide holistic financial advice. What I have really enjoyed is developing deeper relationships with my clients and being far more active with the ongoing management of their plans. At the end of 2021 I decided to re-direct my extensive client experience to focus on Business Development and help Adviser fp shape it’s progress into the future.

I’m a proud dad to my only son, I love coffee and also enjoy being a football coach in the NSW Men’s 2 State League.

Our first meeting with Robert De Ceglie, Senior Financial Planner, was in February 2015.  Robert was recommended to us by our very close friends as the person to help us with ...

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Judy & Phil B.
When I had my first appointment with Robert I came on my own as Sam & I had already sought financial advice from four other financial advisers and Sam had ...

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Sam & Janet P.
My wife Diane and I have known Robert for approximately the last 7 years or so.We first met Robert when I was preparing to retire and he unselfishly gave his ...

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Allen & Diane S.
I  have known Robert De Ceglie since 2008, which I believe was around the time of GFC. Robert has served me very well.  Before Robert become my financial planner my ...

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Eugene T.
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This information is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this information, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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