Robert has been working in the financial services area for just under 20 years and has a broad background spanning, Superannuation, Corporate Accounting, Portfolio Management and Financial Advising.

Robert commenced his career within the AXA in 1993, and had various roles, including superannuation administration, accounting and corporate financial reporting. With a desire to work with clients in helping them achieve their goals, he moved into financial planning.

In 2004 Robert became a financial advisor giving strategic advice to clients. In time, Robert became the senior adviser managing client portfolios with a higher net worth.

In 2008 Robert decided to establish his own financial services company and wanted to do things his own way. Robert adopted a fee for service model from day one with a focus on strategic advice, personalised client service and a portfolio construction model that is different to the industry.

Robert is building a successful financial advising business which is enabling his clients to reach their financial goals.

Robert's Qualifications

  • Bachelor of Economics
  • Bachelor of Business (Major in Accounting)
  • Graduate Diploma of Applied Finance and Investments
  • Graduate Diploma of Financial Planning
  • One Unit to completed to Certified Financial Planner (CFP)

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