Meet Our Financial Advisors Team

Our principal, Robert Dekkan, is passionate about helping our clients articulate and achieve their personal and business goals through providing a transparent and holistic financial planning service.

He has over 27 years of experience as a Financial Planner, helping business owners, professionals and executives to grow and manage their wealth. He has completed his Master of Financial Planning, Advanced Diploma in Financial Planning, is an Affiliate Financial Planner of the Financial Planners Association of Australia and Associate of the Self Managed Super Fund Association.

Robert has a depth of experience and technical knowledge, particularly in providing general business, financial and taxation advice to his clients. He services a diverse range of clients in various industries, be it in construction, manufacturing or financial services.

Tell us about yourself?

My name is Kubra Ozdil, I am a Tax Specialist at Strategic Wealth Planners. I have been in this role for the past 2 and a half years. My journey commenced not long after graduating from the University of Sydney with a Bachelor of Commerce degree majoring in Accounting and Business Information systems.

My past employment includes working for small to medium sized accounting firms and have also worked for a Top 20 ASX listed bank.

What is your role at Strategic Wealth Planners?

• Provide relevant insight on Capital Gains Tax implications
• Gearing strategies
• Efficient investment tax strategies
• Administer payroll and bookkeeping
• Quarterly lodgement and reporting

 

What do you love most about your job?

I help to contribute clients to maximise their return on their income and I am passionate about that.

Tell us about yourself?

My name is Brooke Le Cerf, I am Office Manager at Strategic Wealth Planners. I have been in this role for almost 10 years. My previous role I was Personal Assistant for a Financial Planner undertaking a similar role until his retirement.

What is your role at Strategic Wealth Planners?

• Booking day to day appointments and scheduling
• Pre and Post meeting paperwork
• Day to day liaising with Insurers and Super Funds
• Preparing Robert’s annual review meetings;

 

What do you love most about your job?

The thing I enjoy most is the realisation that we are assisting clients reach their goals and aspirations by for example- planning their retirement, accumulating savings for a rainy day or putting insurances in place to protect their families which is why I am so passionate about working here.