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
My fees
At a glance
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Adviser status
Bronze
- First year providing advice 2017
- Years of experience 8
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Acuity Wealth
Angel Place, Level 17, 123 Pitt StSydney, NSW 2000

Licensed by
Havana Financial Services Pty Ltd
AFSL 500435
