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Rob Chertok

Acuity Wealth

Bronze
8 Yrs Experience
Sydney, NSW 2000

Rob entered the Financial Services industry in mid 2016 providing Customer Service and trading Equity Securities at a Big 4 Bank. Shortly after, in 2017 Rob commenced his career as a Financial Advisor and has never looked back!

In his 7 years of experience, Rob has guided clients from all aspects of the wealth spectrum. These include young professionals, business owners, company executives, those looking to start a family, those going through a divorce, high net worth/ultra net worth individuals/families, sports stars and even a former Australian Prime Minister. There are few situations and scenarios Rob hasn't seen before.

Rob's approach to financial planning is consultative and educational. He seeks to educate and show clients the impacts of their financial goals and also provide clients with guidance on the challenges they may not have foreseen. Rob takes pride in his approach of successfully being able to explain complex strategies and financial planning theories in an easy to understand manner.

In 2015 Rob graduated from Macquarie University with a Bachelor of Business and in 2020 graduated from Deakin University with a Master of Financial Planning.

Rob's passions: Travelling the world, Whisky, Liverpool FC, Mixed Martial Arts and spending time with his wife and 2 young daughters.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Acuity Wealth

Angel Place, Level 17, 123 Pitt St
Sydney, NSW 2000

Licensed by

Havana Financial Services Pty Ltd

AFSL 500435