The Financial Planning Association of Australia The Financial Planning Association of Australia

Robert Lurie, AFP®


Name Robert Lurie, AFP®
Company Chalice Financial Services
Address Level 1 ,43 Cedric Street
Stirling, WA 6021
Phone 08 92719777
Mobile 0413757297
Email [email protected]
Website http://www.chalice.net.au

Chalice Financial Services is a team of highly-qualified professionals, committed to providing outstanding financial advice and service.

Chalice is 100% privately-owned, independent of any ownership links to financial institutions or service providers. With our own Australian Financial Services Licence (AFSL) we are ideally positioned to meet the ongoing needs of a growing number of people looking for non-associated, independently-owned advice firms.

Personally, I have been providing financial advice to a variety of clients from young couples to retirees for several years now. I focus on investment management (super and non-super) that seeks capital preservation as a worst-case return, rather than 'the market' return, as well as risk protection (insurances).

I am happy to talk to anyone who feels they may be in need of financial advice. I encourage you to simply email me your questions or concerns surrounding your financial situation. An initial consultation is at no cost, and is simply a ‘getting to know you’ session for both parties. Please feel free to visit our website for further details on the services we provide - http://chalice.net.au/services/

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