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

Unlisted Property Trusts: The Risks, Limitations, and the Alternatives 

Over the last few years, I’ve taken on the management of many self-managed superannuation funds (SMSFs), and in doing so, I’ve encountered a particular investment type that often causes significant headaches: unlisted property trusts.  While they’re often sold as compelling investment opportunities with attractive yields and secure leases, the reality is far more complex. From limited liquidity to debt and fee structures, unlisted property trusts can create challenges for investors—many of whom don’t fully understand the risks involved.  The Allure of Unlisted Property Trusts  On the surface, the story behind these investments can sound very attractive. For example:  These stories…
Read More Unlisted Property Trusts: The Risks, Limitations, and the Alternatives 

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