Robert Palma



Robert is a Certified Financial Planner™ with over 23 years experience in superannuation and financial services, including financial planning and management roles in some of Australia’s largest financial institutions. Robert has been successful in building national practices and was instrumental in establishing a national industry-based superannuation fund.


Robert has been successful in growing and developing financial services businesses with a focus on sales and distribution to established networks, business and not-for-profit groups. He has assisted many businesses, individuals and groups in developing innovative sustainable wealth management strategies in property and equities, with a focus on adding value with best practice.


Robert is a member of the Financial Planning Association of Australia, Self Managed Superfund Association Australia, and Taxation Institute Australia.



Contact: Robert Palma


Phone: 0417 777 705


Address: PO Box 97, Canterbury, VIC 3126