Robert Greig

Robert Greig is an experienced financial adviser with a passion for assisting individuals, couples and families to build their financial position, navigate life events and ultimately achieve their goals. Based on the Northern Beaches of Sydney, Robert is known for his patient and approachable manner, making him the ideal choice for people dealing with inheritance, bereavement or settlements. He has a proven track record in achieving successful outcomes for clients at all stages, from those looking to build on their existing wealth to those navigating retirement.

As the Head of Advice NSW and Senior Financial Adviser at Apt Wealth Partners, Robert has over a decade of professional experience. He holds a Master of Financial Planning and a Bachelor of Applied Social Science.

Outside work, Robert is deeply committed to volunteering and fundraising within his local community. His charitable efforts have been widely recognised by the Apt team, earning him the Apt Life Value Award in 2023 and 2024 for his fundraising initiatives, mentorship skills, and community involvement. Robert is married and has three children.