Rob utilises his strong background in economics and investment management to deliver comprehensive financial advice.
His core focus lies in strategic asset allocation and robust wealth protection through effective investment structuring and diligent portfolio management. Rob has accumulated 12 years of experience within the wealth management industry, encompassing a variety of advice-focused roles, with the last 11 years spent at Ord Minnett. This extensive and varied experience enables him to offer full-service investment management and financial planning solutions, including expert guidance on superannuation and insurance.
Rob combines his distinct financial planning knowledge with his investment management acumen to provide holistic advice tailored to each client’s unique needs and objectives. His investment philosophy centres on protecting capital through dynamic asset allocation and generating strong returns by identifying and investing in targeted investment themes.
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