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

Robert Montgomery, CFP®

Name Robert MontgomeryCFP®
Company Altus Financial Services Pty Ltd
Address Level 12
10 Spring Street
Sydney, NSW 2000
Phone 02 82491401

Robert Montgomery is a Certified Financial Planner (CFP) and is a member of the Financial Planning Association (FPA) .

Robert’s financial planning experience started in 1982 and his business moved to Deutsche Bank Financial Planning in 1988. He was appointed manager of the Sydney office of Deutsche Bank Financial Planning and was an Associate Director and then became an Affiliate owner in 1998. Godfrey Pembroke acquired this business in 2001 and Robert remains an Affiliate owner and Director of Montgomery Group Pty Ltd.

As a specialist in financial planning, Robert gives clients certainty to follow strategies so they can make the right investment and retirement decisions with confidence.

Robert also offers retiring clients tax effective strategies and structured asset allocation. He advises executives on tax-effective wealth accumulation strategies, highlighting the benefit of using self-managed superannuation funds.

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