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Rob Matthews
BComm MAppFin MeSAFAA
Private Client Adviser
"Knowing my clients and understanding their investment requirements allows me to offer a personalised service, backed up by excellent corporate opportunities and in-depth research to assist them in achieving their financial goals."
Rob holds a Bachelor of Business, majoring in both finance and economics and has worked in the stockbroking industry since 2005. He began his career as an Associate Adviser before becoming a full service stockbroker in 2010. Rob joined Morgans in 2015 which was the same year he completed his Masters of Applied Finance.
Investment Style
Rob specialises in giving investment advice, focussing on Australian equities. Rob has gained extensive exposure and experience within the majority of ASX sectors, industries and asset classes along with a speciality in identifying opportunities in high quality, small to mid cap companies after many years in stockbroking and personal investing. His focus is on high net worth individuals wealth management, aiming to build long-term relationships with clients who are interested in active management of their portfolios.
Services and Specialties
Wealth Management
Superannuation Advice
Stockbroking
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance
Master of Applied Finance
Bachelor of Business
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Generic
Securities
Superannuation
Margin Lending
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - West Perth. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
