Tel: (02) 9633 3300 Facebook LinkedIn
Client LoginAdviser Login
  • Home
  • Who we are
    • Who we are
    • Our Team
      • Simon Clifford
      • Tony Fox
      • Troy McPhee
      • Robert De Ceglie
      • Siboney Corrales-Palacio
      • Ben Atkins
    • 24 hours – A day in the life of Adviser fp
  • What we do
    • What we do
    • Financial planning
    • Financial planning process
    • Gearing
    • Personal insurance planning
    • Redundancy planning
    • Superannuation & retirement planning
    • Self managed superannuation funds (SMSF)
    • Family Business
    • Aged Care – Family & Financial Decisions
    • Information tables, rates & calculators
    • Glossary of terms widely used in financial services
    • General Advice Warning
  • Why choose Adviser fp
    • Adviser fp Client Experience
    • Do you need a financial planner?
    • Your first meeting
    • Five common financial planning mistakes
  • News, Articles and Updates
    • News
    • Financial Knowledge Centre
    • The money needed for a comfortable retirement
    • Buying Life Insurance direct: All is not as it seems
    • The great Australian dream
    • Financially Speaking newsletter
    • Economic Update
    • Financial markets summary & table
  • Contact us

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 our financial situation, which we knew was in trouble and we seemed to be going backwards.

Robert, who we found very personable and non-judgemental, explained to us that the situation was not dire and he could definitely help us.  Due to his personality we were able to tell him our whole situation and complete a budget form, which showed that indeed we were going financially backwards.  At this point we set out a plan to move forward so it was possible for us to retire in a few years, if we so desired.

Robert advised us what to do with our money and how to use our present incomes in the best way possible. We are now about to purchase our retirement home and Robert is going to help us through our next phase.

Judy & Phil B.
About us sidebar menu
  • Who we are
  • Our Team
    • Simon Clifford
    • Tony Fox
    • Troy McPhee
    • Robert De Ceglie
    • Siboney Corrales-Palacio
    • Ben Atkins
Adviser FP
Adviser fp Pty Ltd is an Authorised Representative of FP Advice Pty Ltd
ABN 30 637 518 533 | AFSL 520310 | Financial Services Guide

Adviser fp Pty Ltd is proud to be an approved FPA Professional Practice

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.
Copyright © 2022 Adviser fp Pty Limited. All rights reserved.
Professional Practice
  • Privacy Policy
  • |
  • Financial Service Guide
  • |
  • Making a Complaint
  • |
  • Conditions for using this website
  • |
  • Site by wolff