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Rob Watts
DipFP
Senior Investment Adviser
"A proactive approach, a clear strategy, identifying risk and composure in volatile markets I believe are the essential values of a successful Investment Adviser."
With over 30 years' experience in the industry Rob has a strong background in Financial Markets. Focusing on portfolio construction and ongoing advice, Rob works closely with his investors to ensure their financial goals are achievable. Rob's previous experience in relationship management means clients receive sincere, personalised service combined with solid investment advice.
Investment Style
Rob works closely with his investors to identify key investment and lifestyle goals. Specialising in Blue Chip shares, his proactive management style takes advantage of market movements. His clear and structured process combined with periodical portfolio reviews keep investors engaged with finances.
Services and Specialties
Investment Advice
Wealth Management
Stockbroking
Fixed Interest and Cash Management
Qualifications and Professional Affiliations
Margin Lending and Geared Investments
Diploma of Finanacial Planning
Associations
No items found.
Competencies
Securities
Managed Investments
ASIC Financial Advisers Register
Generic
Margin Lending
Tax (financial) Adviser
FASEA Financial Adviser Exam
Direct International Equities Trading Adviser
I am employed by Morgans Financial Planning Pty Limited, which has a consultancy arrangement with Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - West Perth. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
