THE TEAM

Robert Reid

Financial Planner

Qualifications

Bachelor of Business (Accounting)

Certified Financial Planner®

SMSF Accreditation

Currently completing a Masters of Economics

Memberships

Financial Planning Association – CFP®

5 minutes with Robert…

WHO AM I

I’m a financial planner, a long distance runner, a traveller, and a bit of a self-confessed nerd.

WHAT I LOVE ABOUT MY JOB

I love that I get to help people achieve their goals and do it in a way that provides enough income and time for me to achieve my goals too. For this role I am able to easily mix my technical skills, research and nerdy stuff relationship and people to achieve real results. By providing advice to clients and building a better advice process for Eqeus clients I am able to utilise my qualifications - Bachelor of Business, CFP and Master of Economics.

My guilty pleasure is

Nothing - if I enjoy something I don’t think I should feel guilty about it

I love

Food, food and more food - good thing I love to run too!

I drive

A bright blue Fiesta

Qualifications

Bachelor of Business (Accounting)

Certified Financial Planner®

SMSF Accreditation

Currently completing a Masters of Economics

Memberships

Financial Planning Association – CFP®

CONNECT WITH ME

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