Robert Galey

Experience

• 

  St George Bank

  Feb 2003 - Apr 2008

  To provide excellent customer service encompassing the banks core values and advance the business by enhancing product relationships with current and new customers through the sale of St George/Bank SA products and referrals to other core areas of the bank

  • Financial Planner

    Sept 2006 - Apr 2008

  • Associate Financial Planner

    Sept 2004 - Oct 2006

  • Customer Service officer

    Feb 2003 - Sept 2004
• 

  BT Financial Group/St George Bank

  Apr 2008 - Mar 2016

  Senior Financial Planner

  Provide Financial Advice to Clients: This includes assessing clients needs and formulate an effective financial plan strategy and/or risk management strategy, formulate financial plan documents in accordance with client needs and work within compliance requirements

• 

  Pinnacle Private Wealth Pty Ltd

  Mar 2016 - now

  Managing Director/Principal Advisor

  At Pinnacle Private Wealth Pty Ltd, our role is to help our clients make informed financial decisions to reach the Pinnacle of their Financial Goals and Aspirations.We offer a personalised Holistic Financial Planning service to individuals, families and business owners, which caters for their individual needs and helps them towards achieving their own financial and lifestyle goals and objectives.As the Managing Director and Principal Advisor of the business, Robert Galey has over a decade experience as a Senior Financial Planner and also has a broad background in Financial services (Banking), therefore providing a unique skill set to assist in coordinating your financial plan.Our offices are conveniently located at (Governor Phillip Tower) Level 36, 1 Farrer Place Sydney CBD which is 4 minutes’ walk from Circular Quay train station and 8 minutes’ walk from Martin Place train station. Our practice services clients in the wider Sydney Region. We travel regularly and often find ourselves meeting clients at our office in Sydney CBD or at a place more convenient for our valued clients.We are available for out of hour’s appointments catering to the needs of working people.Pinnacle Private Wealth Pty Ltd is a Corporate Authorised Representative (No.1240358) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135. Show less