Robert Reid of SWS joins COMPASS

October 18, 2019

We are pleased to announce that Robert Reid has joined COMPASS as a Senior Financial Planner, bringing many years of experience and a pedigree of qualifications with him.

Robert’s business is a Charter practice also, and is known as “Super Wealth Services Pty Ltd” (“SWS”) which merged into COMPASS this October.

Over time, Robert will adopt our practices and procedures, with COMPASS being accredited as a “Certified Quality Advice Practice”, representing recognition of “best practice” procedures and advice.

Robert and his wife Alison will be relocating to Port Macquarie soon, leaving the Northern Beaches area of Sydney behind.

Rob has already met the COMPASS staff and we welcome Robert & Alison into the COMPASS family.

 

Qualifications

Masters Degree - Financial Planning;

Advanced Diploma Financial Services (Financial Planning);

Corporate MBA (CBA)

Bachelor of Commerce

Diploma Financial Planning;

Certificate IV (SMSF);

FASEA Certified;

 

 

Industry Background

Robert has 28 years’ experience in the financial services industry. In that time he has been responsible for developing and delivering specialised financial products and services for both individual and business clients. In 2005 Robert joined Paul Clitheroe at iPac Securities to promote and deliver financial advice services across Australia. In 2009, Robert established his own financial advice practice and is the director and principal adviser of Super Wealth Services Pty Ltd, which is now an associate company of the COMPASS Financial Management group.

 

Philosophy

Robert has a passion for helping people achieve their lifestyle goals through smart, tailored, financial solutions. Robert’s mission is to provide people the capability and confidence to achieve their goals with a plan that is easy to comprehend and suited to their needs and circumstances.

 

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