Senior Financial Planner
Robert Lattanzi is a Senior Financial Planner at CBD Advisory.
Robert has been with the company since October 2020. Robert has an extensive career in financial services spanning 20 years. In that time he has built and refined his strategic and investment skills working at some of the world’s finest financial institutions, including asset managers, stockbroking firms and global investment banks.
Robert specialises in tailored full service financial advice, and has the ability to unscramble, explain and demystify complex financial situations and industry jargon for his clients. His educational style ensures that his clients truly understand the advice they are receiving.
Robert is licensed to advise clients on an wide range of services including: retirement planning, self managed super funds (SMSF), small APRA funds (SAF), superannuation, trusts, estate planning and wealth protection, direct equities, direct fixed income, other listed financial instruments and advice on philanthropic strategies and structures.
In his spare time, Robert is an avid international traveller with a passion for exploring new cultures and lifestyles. He has a keen interest in history, global politics, independent music, economics and philosophy. Robert enjoys watching football – passionately supporting his team the Tottenham Hotspur Football Club.