Financial Planning

Roberts & Morrow Financial Planning is a leading local firm which has been advising clients in many parts of Australia for over 20 years.

Our qualified Financial Planners, Kyle Pearson and David McDowell, have over 30 years experience between them and Kyle is a Partner of Roberts & Morrow.

Kyle and David are Authorised Representatives of Count Financial Limited, with Kyle recognised as a Senior Wealth Adviser within the Count network and both advisors having completed the ASX Listed Product Accreditation Course.

Count is a professional partner of the Financial Planning Association of Australia.

Roberts & Morrow Financial Services Pty Ltd is an authorised representative of Count Financial Limited.

‘Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

 

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Our People

Kyle Pearson
David McDowell

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