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Robert Palma

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.

Qualifications/Memberships

  • 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

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Key Person Insurance Strategies

Experience

  • 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.

Contact details

Robert Palma

0499 996 427

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Level 1, 46 Douglas Street, Noble Park 3174

(04) 9999 6427

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