The Wise Owl Financial team cares about you and your brighter future. We work together as a tight knit team to bring about the right financial outcome for you. Our professional knowledge in financial planning and our genuine care for customers has proven to be a winning formula of success. Let us introduce the Adelaide team to you.
Robert is a qualified Chartered Accountant practicing for almost 30 years, including the establishment of a successful accounting practice in Western Australia, prior to becoming a Financial Advisor. With a strong combination of both Accounting and Financial Planning, customers feel secure in the knowledge that Robert brings.
Robert is also a qualified Certified Financial Planner (CFP) and has been assisting clients for over 15 years with their financial planning. In 2006, he extended his professional skills to a SMSF (Self Managed Superannuation Fund) Specialist Adviser.
Robert is the Principal of Wise Owl Financial, specialising in Financial Planning, traveling between the Adelaide and Perth offices, with a long history of happy customers.
Con is a licensed Financial Adviser qualified since 2010 and is a founding team member of Wise Owl Financial.
Con previously held positions as an owner and managing director of a publishing firm specialising in tourism publications and prior to that as a training and development specialist with a financial institution.
He understands the need to maximise wealth while running a business together with raising a family and is fully equipped to advise in this area.
Con’s drive to succeed is also evident outside of work. Not only does he like to holiday with his family, either in a tent or a beach side resort, he likes to balance time in the office with his other passion – long distance running.
Luke has vast experience in the financial services industry, working with AMP in Sydney before his time with small boutique firms in the Barossa Valley and North Adelaide.
Luke has a Diploma of Financial Services (Financial Planning) and Advanced Diploma of Financial Services (Financial Planning). He has also gained his accreditation in Self-managed Super Funds (SMSF) and a certification in Finance and Mortgage Broking.
He enjoys spending time with his family and friends and is an active member of his local football team. Luke and his wife are quite active gardeners, who enjoy cooking their own produce, fine dining, travel, along with cultural and outdoor activities.
Anastasia has completed a Bachelor of Commerce (Corporate Finance), Bachelor of Laws, Diploma of Financial Planning and a Graduate Diploma of Legal Practice.
Anastasia has a particular interest in travelling and languages, having spent a semester of her studies abroad in Germany at the European Business School as part of a university exchange programme.
She understands the need for wealth accumulation of our younger clientele and is a great asset to the team.
Anne is also a wealth of knowledge, having worked in the financial services industry for the past 20 years and with Wise Owl Financial since October 2011. Her current role is as a Para Planner/Office Manager/Client Services Officer.
Anne holds a Diploma of Financial Services (Financial Planning) and is well qualified to help clients with their ongoing enquiries.
She enjoys the camaraderie and friendships made with clients over the years.
Anne also enjoys travelling particularly in Australia, reading and loves watching movies.
Robina has worked in the financial services industry for the past 25 years and is currently the Wise Owl Financial Client Services Officer.
Many of Robina’s clients have followed her throughout her career, as they can trust her to be professional and thorough at all times.
She loves reading, travel, gym and her 7 grandchildren provide her great joy.
Contact Robina if you have any questions about financial planning and she will be more than happy to help.