Rob is one of Partners Wealth Group's longest serving Senior Advisors and prides himself on his enthusiasm and energy to promote positive outcomes for his clients. For Rob education is a large part of his relationship with clients. This helps to also build the trust required to ensure the journey to their goals is a smooth one. Rob's greatest strength is to work through the most complex of financial strategies and articulate this in the simplest of ways, so that his clients get the best advice possible while clearly understanding the process and outcome. Rob had been fortunate enough with his career at Partners Wealth Group to be mentored by some of Australia's top advisors including working directly with the CEO for over 5 years with his clients. This, along with Partners’ other specialists, has meant Rob can provide a wealth of industry experience to his clients and the Accountants with whom he works so closely. Rob has a diverse client base, including high net wealth executives, SME business owners and families requiring holistic wealth management and strategic advice.
Expertise
My fees
Meeting 1 is free and is usually a 1 hour discussion. If required Meeting 2 is a 4-5 page Strategy Paper outlining opportunities and issues regarding your situation, this is usually of no cost. If you are comfortable and see value with our Strategy Paper a cost will be provided to complete a Financial Plan and implement the advice. Rob's clients appreciate this transparent process and he has had great feedback on his Strategy Papers which is a step that most Advisor's skip.
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 14
- First year providing advice 2012
- Years of experience 13
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Partners Wealth Group
Level 13, 636 St Kilda RdMelbourne, VIC 3004
![Partners Wealth Group logo](https://resources.adviserratings.com.au/practices/partners-wealth-group-18011366.png)
Opening hours
- 8:00am – 7:00pm Monday – Friday
- 9:00am – 12:00pm Saturday
Licensed by
Partners Wealth Group Financial Advice Pty Ltd
AFSL 558563
![Partners Wealth Group Financial Advice Pty Ltd logo](https://resources.adviserratings.com.au/licensees/partners-wealth-group-financial-advice-pty-ltd-558563.png)