Robert founded The Purposeful Practice with one goal in mind – to serve people in aligning their wealth to their purpose. It is from this place that wealth takes on form and life. He helps clients strip away the confusion, anxiety, and complexity of wealth management so that they can focus on what really matters to them.
With over 25 years of financial planning experience, Robert has helped people from all walks of life ranging from business owners, entrepreneurs, surgeons – both Gen X and Y – and families. He discovered early on that successful investing requires experts to give great advice, to listen to client needs, and to meet clients where they are, on the same side of the boardroom table. This is a fiduciary responsibility that he takes very seriously.
In his leisure time, Robert is a keen bike rider and runner who has completed several half marathons. He is actively involved in his local church and youth initiatives that provide young leaders assistance and encouragement. He is also a member of the National Golf Club, an avid foodie, and enjoys family lunches, given the families Italian and Spanish heritage.
- Batchelor Business (Banking and Finance) – Monash University
- Diploma of Financial Planning (Financial Planning Association)
- Certified Financial Planner CFP® Since 2005.
- SMSF Specialist Advisor Course
- Finance/Mortgage Broking Cert IV
Areas of expertise
Personal Injury and Medical Negligence Claims
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Investment and Portfolio Construction
Divorce and Financial Settlements
Strategic Financial Advice
Key Person Insurance Strategies
- Robert has over 25 years financial planning experience
- He has over 16 years management experience including building a network of accounting firms, a mid tier financial planning practice and SMSF licencing network for accountants.
Robert Palma is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.