Rob Creaton

Financial Advisor
Getting to know

Rob Creaton

Rob is an important member of the Financial Advice Team at My Wealth Solutions. His focus is on helping his clients achieve financial security through smart financial decisions, no matter what challenge they may be facing.

  • Experience

    Rob has almost five years experience working in a variety of roles in the financial planning industry while he completed his Diploma in Financial Planning in 2015. He is also currently nearing completion of his Bachelor of Commerce, majoring in Business Law, and upon finishing plans to further his studies by pursuing a Masters in Applied Finance.

  • Role

    With the desire to develop the right financial plan to achieve each clients’ specific financial goals, Rob helps clients with whatever it is they need. Whether it be in-person or over the phone, Rob can often be found speaking with clients about their financial challenges, no matter how big or small. He aims to help clients make smart financial decisions as they work towards financial security.

  • Outside of Work

    Outside of work, Rob is passionate about his health and fitness and can regularly be found running in the gym or with his dog. Rob is also a keen golfer and is always looking for a chance to get out on the course. He has also been known to spend time working on his car and motorbike.

  • What’s your favourite thing about being part of the MWS team?

    The culture in the office, everyone works really well together and they will do whatever it takes to get the best outcomes for our clients.

  • What do you wish people knew about financial planning?

    That you don’t need to have a lot of money to see a financial advisor. If anything, it is better to start as soon as you have a paid job as the sooner you start to build solid foundations the better the long-term outcome.

  • What's your favourite book, movie and food?

    Book: House to House by David Bellavia
    Movie: Black Hawk Down
    Food: Trifle

  • If you could give one piece of advice to the Rob from 10 years ago, what would it be?

    Put a certain amount of money from your pay each week into investments. I was not as responsible with money as I am now.

  • What's your weirdest office habit?

    It’s no so much a habit, but I tend to talk pretty loudly in meetings so the whole office can hear exactly what I’m saying.

  • What's the one thing about you that people would be surprised to learn?

    I was in the Army for five years before transitioning to a career in financial advice.

  • If you could have dinner with anyone past or present, who would it be and why?

    Warren Buffet, one of the most successful investors in modern history. I think everyone would like to learn something from him about how and where to invest.

“One of the great aspects of my role is to see a client who did not take care of their financial situation previously take action and make a decision today that will be a major turning point in their lives. Not taking action is the number reason why Australian’s fail financially and making that one decision now can dramatically change the course of your future for yourself and your family.” – Rob Creaton

CLIENT TESTIMONIAL

Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.
CLIENT TESTIMONIAL

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adrian L.
CLIENT TESTIMONIAL

The team are extremely professional and helpful. Ben has taught me so much already and now I feel like real wealth creation is the reality of my future rather than something that I’m just hoping for. Emily has always gone over and above to make everything really easy for us as well as answering any questions we might have quickly and efficiently. I have and will continue to recommend MWS to any of my friends or family.

Francis R.
CLIENT TESTIMONIAL

Changed to Ben and the guys at My Wealth and have found them very active in setting up my finances after years of neglect. I liked that Ben challenged our thinking, was flexible in setting up our finances, and the team were very active in setting everything up.

Steve F.
CLIENT TESTIMONIAL

The team were very knowledgeable and took the time to ensure our needs were understood. Guy put forward some options to help us achieve our goals and set us up for a solid future.

Jagmeet V.
CLIENT TESTIMONIAL

The team at My Wealth are fantastic. They are easy to talk to while being up front and honest with their advice. The fee structures are easily explained and importantly they are always available to give advice or provide information. Ben, Nikki and Jessica are not only knowledgeable but also friendly, approachable and efficient.

Jarrad T.
CLIENT TESTIMONIAL

Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.

Warren A.
CLIENT TESTIMONIAL

Honestly I had no real plan about my financial future and I was told to go and see a financial advisor by my accountant. He highly recommended Ben and the team at My Wealth Solutions and after the first visit I could see why…after my first visit I left with a plan about my financial future and some seriously exciting goals to work towards. Since then the team have been more than accomodating with putting everything in place…

James S.
award winning and highly recommended

Let’s create the future you’re hoping for

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