Robert Larin
Senior Associate
With more than 10 years of experience in the financial services industry, Robert combines his qualifications in Accounting and Financial Planning with a genuine passion for helping people achieve their financial goals. He is committed to building trusted relationships and delivering tailored advice that supports clients through every stage of their financial journey.
Outside of work, Robert enjoys spending quality time with his wife and three daughters. Whether exploring the outdoors, expanding his knowledge through reading, or developing his musical skills, he values opportunities for growth, learning, and creating lasting family memories.
Testimonials
“Jules and Robert have both been absolutely wonderful and professional to deal with. Their communication, follow-ups, and explanations have been incredible. Highly recommend.” – Danielle Hosking
Experience
- Senior Associate at KDM Financial and Estate Planning, 2022 – Current
- Associate Adviser at Holland and Holland Taxation and Financial Planning, 2022 – 2022
- Associate Adviser at Freedom Finance Australia, 2018 – 2022
- Paraplanning & Research Manager at Aura Wealth, 2014 -2018
- Administration Officer at Department of Environment and Heritage Protection, 2009 – 2011
Qualifications
- Master of Financial Planning & Services at Kaplan Professional
- Bachelor of Commerce (Accounting & Finance) at Griffith University
- Diploma of Financial Planning at Kaplan Professional
- Certificate IV Finance and Mortgage Broking at Kaplan Professional
- Certificate III in Business at Department of Environment and Science
