Robert Warry
Director & Financial Planner at Goal Financial Services- Claim this Profile
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Bio
Tanya Picca
Robert pays great attention to details and was always reliable. He is a very approachable person who would pick up the phone or email you whenever I had an enquiry regarding his clients. His customer service skills are an example to us all.
Andrew Whelan
Robert is a customer orientated planner with a good mix of technical skill and attention to detail. Robert was always willing to help others and provide guidance to new Planners and business partners. Robert continued to look for ways to improve beyond his already exceptional skills as a Planner and was willing to try new ways to deliver the best possible experience for the customer. A real team player and great to work with.
Tanya Picca
Robert pays great attention to details and was always reliable. He is a very approachable person who would pick up the phone or email you whenever I had an enquiry regarding his clients. His customer service skills are an example to us all.
Andrew Whelan
Robert is a customer orientated planner with a good mix of technical skill and attention to detail. Robert was always willing to help others and provide guidance to new Planners and business partners. Robert continued to look for ways to improve beyond his already exceptional skills as a Planner and was willing to try new ways to deliver the best possible experience for the customer. A real team player and great to work with.
Tanya Picca
Robert pays great attention to details and was always reliable. He is a very approachable person who would pick up the phone or email you whenever I had an enquiry regarding his clients. His customer service skills are an example to us all.
Andrew Whelan
Robert is a customer orientated planner with a good mix of technical skill and attention to detail. Robert was always willing to help others and provide guidance to new Planners and business partners. Robert continued to look for ways to improve beyond his already exceptional skills as a Planner and was willing to try new ways to deliver the best possible experience for the customer. A real team player and great to work with.
Tanya Picca
Robert pays great attention to details and was always reliable. He is a very approachable person who would pick up the phone or email you whenever I had an enquiry regarding his clients. His customer service skills are an example to us all.
Andrew Whelan
Robert is a customer orientated planner with a good mix of technical skill and attention to detail. Robert was always willing to help others and provide guidance to new Planners and business partners. Robert continued to look for ways to improve beyond his already exceptional skills as a Planner and was willing to try new ways to deliver the best possible experience for the customer. A real team player and great to work with.
Experience
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Goal Financial Services
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Australia
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Financial Services
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1 - 100 Employee
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Director & Financial Planner
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Aug 2013 - Present
Goal Financial Services was established to focus on helping clients achieve their goals and objectives, whether these be financial or non-financial, stated or unstated. Each of my clients lives are vastly different from the next, which provides me with a wide skill set to assist in many facets of my clients lives from investments, share portfolios, managed investments, margin loans, superannuation (including self managed super), retirement planning, income protection, life insurance (Death, Disability and Trauma). Whilst wealth creation, preservation & protection strategies are a large part of what I help clients with, I find it is the financial freedom I provide my client when I can show them how they will achieve their goals and remove that worry of not having enough capital or sufficient salary that provides the biggest benefit to my clients lives. I believe that to provide a high quality financial planning service to clients requires a planner dedicated to providing consistent, clear and concise advice designed in the best interest of the client. It is now, more than ever, that as a Financial Planner, Founder and Director of GOAL Financial Services that I am truly able to tailor my service and time to each of my clients individual needs.
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New Horizons Enterprises Limited
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Australia
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Non-profit Organizations
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200 - 300 Employee
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Non Executive Board Member
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Nov 2019 - Present
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Football NSW
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Australia
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Spectator Sports
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1 - 100 Employee
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Referee
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2004 - Present
I've always enjoyed paying football and as a way of giving back to the sport I have been refereeing since I was 14. Whilst I haven't attained the heights of A-League or FIFA (which would've been nice) I enjoy refereeing within the State league competitions run by Football NSW. I've always enjoyed paying football and as a way of giving back to the sport I have been refereeing since I was 14. Whilst I haven't attained the heights of A-League or FIFA (which would've been nice) I enjoy refereeing within the State league competitions run by Football NSW.
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TriCharity
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Non-profit Organizations
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Non Executive Director
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Sep 2015 - Jun 2019
Tri Charity was created to provide a pathway for athletes and sports people to raise money for charities that promote the prevention and control of mental and physical illness and other diseases, through sport. Tri Charity was created to provide a pathway for athletes and sports people to raise money for charities that promote the prevention and control of mental and physical illness and other diseases, through sport.
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St.George Bank
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Australia
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Banking
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700 & Above Employee
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Senior Financial Planner
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1999 - Jul 2013
I aim to provide tailored advice in relation to an individuals financial situation with a focus towards risk insurance, investment and superannuation. The advice will be in the best interests of the individual and provided in a simple, concise & clear manner. I aim to provide tailored advice in relation to an individuals financial situation with a focus towards risk insurance, investment and superannuation. The advice will be in the best interests of the individual and provided in a simple, concise & clear manner.
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Education
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2007 - 2012
Charles Sturt University
Masters, Applied Finance -
1989 - 2003
University of Wollongong
Bachelor, Health Science
Community
