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Financial Services

We have an in house financial adviser David Roberts.

David has extensive experience in the financial services industry, working in the industry for over 30 years and becoming a Financial Planner in 1992.

His aim is to assist his clients secure their financial security by understanding their personal needs, implementing strategies and partnering with them as a mentor to achieve their goals.

David holds a Diploma of Financial Services and is a Justice of the Peace.

As an Authorised Representative of Fiducian Financial Services Pty Ltd, ABN 46 094 765 134, AFS & Australian Credit Licence No. 231103. David is committed to providing you with a high level of service in a professional manner; including strategies to cover your
  • personal risk needs,
  • superannuation advice,
  • wealth creation,
  • pre-retirement and retirement advice including maximising Centrelink and ATO benefits, and
  • assisting in your estate planning needs
David is an Authorised Representative of Fiducian Financial Services Pty, AFSL and Australian Credit Licence 231103.

For contact and further details about David please click on the following link.

https://www.fiducian.com.au/david-roberts-financial-planner-eastgardens-nsw/


“A goal without a plan is just a wish” Antoine de Saint-Exupéry

 

Accounting

Our accountants prepare Financial Statements to suit your business entity including reports and notes to accompany them. This service can be provided on an annual or interim basis. Prior to financial year end we review the Financial Statements and make recommendations for tax savings.

Tax Returns

Our staff assist you with their expertise in all varieties of taxation matters relating to individuals, companies, partnerships, trusts including deceased estate and self-managed superannuation funds.
 

Contact RLA

Suite 302A, 152 Bunnerong Road,
Eastgardens, NSW 2036  Australia Tel: +61 2 9389 6360  | Email: admin@rlatax.com.au
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