"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.
Services and specialities
- Fixed Interest and Cash Management
- Investment Advice
- Wealth Management
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.
Industry Education & Experience
- Diploma of Finanacial Planning, Deakin, 2004
- Margin Lending and Geared Investments, Kaplan, 2010
I am employed by Morgans Financial Planning Pty Limited which operates the business of Morgans Financial Limited - West Perth - Retail Equities. My employer remunerates me as your adviser by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
- Managed Investments
- Margin Lending