Qualifications

  • Certified Financial Planner (CFP®)
  • SMSF Specialist Advisor (SSA)
  • Graduate Diploma of Financial Planning
certified financial planner melbourne
SMSF specialist melbourne

Robert Goudie

Financial Advisor, Founder
CFP®, SMSF Specialist™, Grad Dip FP

I’ve been providing advice for over 25 years and am privileged to enjoy many long-term relationships with my clients. Whether working with business owners, SMSF Trustees or motivated investors, our outcome is always the same—maximise your hard-earned dollars through informed financial decisions.

The best part of my job is helping people improve their knowledge around money. This increases their overall financial well-being, and I love seeing clients walk out of the office less stressed and more excited about what’s ahead.

Raising four children in our small town of Horsham has enabled me to be involved in numerous community activities. I’ve been involved with Meals on Wheels, our local football committee, the school council and my proudest contribution – helping to launch a coffee van as a not-for-profit, raising money to help build our local cancer centre.

If you’re ready to take back control of your financial situation and invest with confidence, let’s connect and start working towards your financial goals today.

Hobbies & Interests

  • Getting outdoors, trail running and walking in the Grampians.
  • Yoga, running, Muay Thai and watching sports.
  • Rocking out to heavy metal especially Iron Maiden.
  • Making healthy foods like Kombucha.

Robert Goudie is an Authorised Representative (No. 235974) of Consortium Private Wealth Pty (AFS Licence 495401)

Robert’s Latest Posts

Why I Choose Direct Investing: Lessons from Experience 

Over the last 20 years, I’ve shaped my investment philosophy and business around one central idea: direct investing. Rather than relying heavily on managed funds or exchange-traded funds (ETFs), I focus on investing directly into Australian and international businesses—companies we know and use every day, such as Microsoft and Meta (the parent company of Facebook and Instagram).  This approach wasn’t something I decided on overnight. It grew out of personal experiences, early lessons in my career, and a desire to offer something that felt fair, transparent, and effective for my clients. Let me take you through the journey that brought…
Read More Why I Choose Direct Investing: Lessons from Experience 

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