At Self Managed Retirement Systems it is our mission to be the leading provider of Superannuation and Investment advice in Perth and the surrounding areas.
The team at Self Managed Retirement Systems operates around a code of ethics and the core belief that your interests as a client are paramount, as a client of Self Managed Retirement Systems you are guaranteed the support and advice you require when it is most needed.
All members of our team understand the importance of ensuring you achieve your financial and lifestyle goals, while providing protection for what you have already created and providing for those you care for most.
We understand that you don’t want to deal with an Advisory Practice that is just going to allocate you an account number and forget all about you. At Self Managed Retirement Systems we want to build a long lasting relationship and be there by your side for your whole financial horizon to ensure you achieve your goals.
We know you have worked hard for what you have and want to understand what is going on with ‘your’ money, we understand the importance of keeping you informed and up to date with what is happening with your investments and markets in Australia and abroad.
At Self Managed Retirement Systems we like to think of ourselves as financial mentors for our clients, we know that our true value is in empowering you with the knowledge to make the right financial decisions.
Director And SMSF Specialist
Robert is the Proprietor of Self Managed Retirement Systems Pty Ltd. which is a Corporate Authorised Representative of Core Financial Services Pty Ltd. ABN 91 607 163 646 The Authorised Representative Number for Self Managed Retirement Systems is 240331.
He joined the financial services industry in 1970 initially in Estate Planning until 1987, when he became involved in SMSF strategies. On 17 Oct 1991 Self Managed Retirement Systems Pty Ltd (SMRS) was established to provide compliance and strategic advice to SMSF Trustees, particularly in the area of in-specie transfers of business real property to SMSF’s.
In September 2002, he completed a Diploma of Financial Planning and hold the internationally
recognised Certified Financial Planner™ or CFP® qualification. SMRS is a Founding Member of SISFA (Self-managed Independent Superannuation Funds Association) and I have been SISFA’s WA Director since 1999.
Self Managed Retirement Systems Pty Ltd is a corporate authorised representative of Core Financial Services Pty Ltd ABN 91 607 163 646 (AFSL 480009)
General Advice Warning
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.