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About Robert

Financial Planner

“I have over 18 years experience helping people from all walks of life to find a safe and secure path with their money.  It all starts with a simple obligation free conversation about your hopes and priorities”.

Robert is a gentleman, and clearly knows his stuff.  I have absolutely no hesitation in recommending his services

Robert Thomas B.Comm, Certified Financial Planner, CPA

Robert is a highly experienced and technically competent financial planner.

Robert has always been drawn to numbers and investment.  After completing a Bachelor of Commerce degree in Melbourne he commenced working in the stockbroking industry as an investment analyst.

Whilst on a career change working in the retail industry Robert completed accounting qualifications and became a Certified Practicing Accountant (CPA) and then consulted across a number of industries.

After re-joining the finance industry as an adviser in 2001 he completed additional qualifications and achieved Certified Financial Planner (CFP) status in 2004.

As is standard in the financial services industry Robert has now completed additional study including Self Managed Super Fund accreditations and will continue more study in the future.

He lives locally in Frenchs Forest with Diana and their two sons, James and Nicholas.

When not at work Robert mostly runs an unregistered and unprofitable Uber service for his kids.  They don’t fully appreciate this.

Why Work With Us?

Belrose Financial Advice is a small and friendly advice firm based in Belrose in northern Sydney. 

Founded in March 2019, Belrose Financial Advice is run by Robert Thomas, an experienced and accomplished financial planner. The firm handles all aspects of financial advice, and specialises in helping individuals, families and small business owners to maximise their financial and retirement opportunities.

 Our goal is to ensure that you achieve the best outcomes with the resources that you have but most importantly we are committed to providing a professional and personal service that not only meets, but exceeds your expectations.

We take pride in providing sensible, logical and pragmatic advice and importantly, above all else, we believe that acting with integrity is paramount to our advice process.  We do not report to any super fund or institutional owners.

In a world where most people lead busy and hectic lives, we aim to make it as easy as possible for you to stay on top of your financial future and avoid the costly missteps that can set you back. 

What Can We Do For You

Goal Setting

Risk Management

Strategic Advice

Retirement Planning

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Research

Investments