OUR MOST IMPORTANT INVESTMENT IS YOU
In today’s complex financial world, Robins Financial Planning, is dedicated to helping clients with advice, solutions and services that are designed to protect and create wealth over the longer term.
Cassandra Troy, Director and Senior Financial Adviser, and her team are dedicated to providing quality financial planning experience. So wherever you are along life’s journey Robins Financial Planning can help. Our approach is different because we take the time to genuinely understand your goals and ambitions for the future and respond with solutions and strategies that are tailor-made for you.
Our Services Include:
- Superannuation and Retirement Planning
- Self-Managed Super Funds
- Wealth Protection (Insurance)
- Investing and Wealth Creation
- Borrowing to Invest and Gearing Strategies
- Aged Care Planning
- Centrelink Planning
- Estate Planning
TEAM PROFILES
Cassandra Troy
Director / Co-Founder and Senior Financial Adviser of Robins Financial Planning
Cass is a Director and co-founder of Robins Financial Planning Pty Ltd and has worked extensively within the financial services industry since 1991.
Cass is passionate about her work and through her knowledge, experience and understanding she is able to help clients achieve their personal and financial aspirations with professional and ethical advice.
Her approach is different because she takes the time to genuinely understand your goals and ambitions for the future and responds with solutions and strategies that are tailor-made for you and your unique circumstances.
Cass is committed to the highest financial and ethical standards in the provision of advice and through continued education she remains informed of relevant issues and changes while keeping her industry knowledge up-to-date.
Qualifications:
- Master of Financial Planning
- Graduate Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- Diploma of Financial Services (Financial Planning)
- Self-Managed Superannuation Funds Certification
- Margin Lending & Geared Investments Certification
- Commissioner for Declarations (Qld)
- Cert IV in Fin Serv (Finance/Mortgage Broking)
Lex Robins
Director / Co-Founder of Robins Financial Planning and Partner of Robins Accountants
Lex first started in public practice in 1982, specialising in small business and taxation. He then joined a large international firm as the Business Services Manager. With preference towards small business, Lex decided to open his own accounting practice in 1991 and with the support of his family, friend and associates, Robins Accountants has grown to be the largest firm in the Bayside area.
Leonie McKain
Financial Adviser
I particularly enjoy helping my clients make informed financial decisions in order to achieve a comfortable retirement.
I am known for providing exceptional client care, offering sound financial advice in simple and clear language that resonates with my clients.
My interest in Finology, the study of the relationship between people and money, provides me with a unique perspective which I use to help my clients achieve their financial goals.
With four adult children and three grandchildren, I understand the continually evolving needs through different life stages. Whatever age or stage, I believe it is never too late to begin planning for retirement and the valuable outcomes that can be achieved through discussing your options with a financial professional.
- Recognised for my knowledge, experience and commitment to financial planning excellence, I am proud of the following achievements:
- FPA Awards – 2019 (Top 3) Finalist – Financial Adviser of the Year
Women in Finance Awards – 2019 Finalist – Financial Adviser of the Year - Business Growth Award – 2018 & 2019 (Bridges Financial Services – Recognising Commitment & Service Excellence)
- Referral Partner Award – 2019 (Bridges Financial Services – Providing excellent service and advice above all others)
- Women in Finance Awards – 2018 Finalist – Financial Adviser of the Year
- Women in Financial Services Awards – 2018 Finalist – Financial Adviser of the Year
- Top 10 Finalist – 2016 AFA Rising Star of the Year Award
Qualifications:
- Master of Financial Planning
- Self-Managed Superannutaion Fund Certification
Rhonda Murphy
Rhonda is Client Services Manager at Robins Financial Planning. With over 30 years’ experience in the financial services industry she brings a wealth of knowledge to the team and ensures the back office runs efficiently and every client receives an exemplary experience.
Rhonda holds formal qualifications including a Diploma of Financial Planning.
Kristy Lember
Client Service Officer
Kristy has been within the financial services industry within the Redlands for over 24 years. Her vast experience with paraplanning and administration equips her with the extensive compliance and technical knowledge to assist our team.
Kristy assists the Advisers with client reviews to ensure a smooth and seamless experience, as well as assisting back-office staff with various administration tasks. Kristy’s dedication to both Advisers and clients to ensure their needs are met is a great asset to Robins.
Kristy holds a Diploma of Financial Planning.
Rebecca Richardson
Client Service Officer
Bec provides administrative services to our clients and support to our advisers by assisting with producing and implementing their advice recommendations, as well as assisting in all back office procedures.
Bec has been in the Financial Services industry for over 13 years and holds formal qualifications including a Diploma of Financial Planning.
Tylah Blackley
Administration Assistant
I have worked in administration for over a year while living in Hervey Bay. I moved to Brisbane early 2023.
I was awarded the Pride of Workmanship Award in 2021 for exceptional initiative and customer service and love learning new things as I go.
I greatly enjoy providing support to my team and ensuring clients receive the best assistance.