Rob Coulson
Financial Planner
Mobile: 0428 350 186
Email: rob.coulson@kaizenws.com.au
A Wealth of Knowledge
Rob has over 35 years of experience in the Financial Services Profession. Throughout this time, he has been directly involved in advising clients. Rob is a Certified Financial Planner® and a member of the Financial Planning Association. The family business commenced in Bendigo in 1987, with Rob joining his Father, Ken in 1989.
Rob enjoys spending time with his Family and is a member of a number of clubs and organisations. Rob’s main passion asides from his Family is playing music. Rob has played in Brass Bands for 45 years and currently plays for the Darebin City Brass Band, one of Australia’s Premier Brass Bands.
Specialisations
Rob’s specialist expertise includes:
Superannuation and Retirement Planning, including Self-Managed Superannuation Funds.
Tax effective Investment and wealth creation strategies.
Establishment of tailor-made pensions.
Memberships
Rob is a Certified Financial Planner® AR No. 249941:
Member of the Financial Planning Association
Guided by decades of industry insight, driven by results, and dedicated to helping clients make informed decisions to achieve their financial goals.
Kaizen Wealth Solutions
Central House
101 Moray Street
South Melbourne, VIC 3205
support@kaizenws.com.au
03 9191 5833