Leveraging over 15 years of industry experience, Rob is a dedicated Investment Adviser committed to guiding clients through the intricacies of wealth accumulation, preservation, and transfer. Rob has a strong markets background and his extensive career includes significant tenures at Commonwealth Private and CommSec, where he honed his expertise in wealth management - providing tailored advice and building strong client relationships.
Rob holds a Bachelor of Commerce (Finance & Economics), an Advanced Diploma of Financial Planning (ADFP) and Accredited Derivatives Adviser (Level 1 & 2), providing him with a robust framework for navigating complex financial landscapes and delivering sound advice.
He is passionate about fostering long-term relationships built on trust and transparency, empowering individuals and families to make well-informed financial decisions aligned with their goals and aspirations. With a keen interest in financial markets, Rob is excited to bring his experience and client-focused approach to his role at LGT Wealth Management.
