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.
Gavin Hammond
Gavin brings over two decades of extensive experience in the financial services sector. He is passionate about helping clients achieve their financial goals and specialises in delivering comprehensive, tailored advice.
Whether it’s wealth creation, asset protection, or retirement planning, Gavin ensures that every strategy is designed to safeguard clients’ interests while adhering to the highest ethical and regulatory standards. Gavin Hammond is a Sub-Authorised Representative of Robins Financial Planning Pty Ltd, Corporate Authorised Representative No. 1263699. Authorised Representative No. 254413.
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.
Charmaine Kay
Client Service Officer
With over 12 years of experience in the financial services industry in Australia and an additional 8 years in South Africa, Charmaine brings a depth of knowledge and expertise to her role as Client Services Officer. Her comprehensive background in superannuation and insurance administration makes her an invaluable member of our team, delivering outstanding support to both clients and colleagues.
In her current role, Charmaine collaborates closely with the financial planning team, facilitating the implementation of advice documents and managing Centrelink applications and updates. Her deep industry insight ensures a consistently high standard of service, accuracy, and compliance.
Charmaine holds a Diploma of Financial Planning (comprising four subjects), reflecting her formal qualifications and strong commitment to ongoing professional development.
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.