Rob commenced his career in financial markets in 1987 and became a qualified adviser in 1993. I became an authorised representative of Fintegrity Wealth Advisers on 28/02/2022. I have a background in stockbroking having worked in the industry since 1987 in various roles including back office operations, stock and options trader and institutional and retail adviser. After 25 years as a stockbroker I then became a qualified financial planner. I have a passion for long term investing and specialise in managed funds, ETF’s and direct equities. I have been giving personal insurance advice since 2012.
Rob holds an Advanced Diploma of Financial Planning and specialises in giving advice in the following areas:
Investment Portfolio Construction
Managed Investments and Direct Equities
Wealth Protection - Personal Insurance
Self-Managed Super Funds
We are happy to discuss this structure to suit new clients
Rob is a very knowledgeable and experienced adviser. He is reliable, dependable, straight forward and is always available to discuss any portfolio issues that I have had. He is able to communicate effectively to people of all levels of financial product sophistication. I would highly recommend him to anyone seeking honest financial advice.
Rob is a confident and intelligent man who has clear advice for his clients and I’m happy in my trust with him and his company.
Rob is very easy to communicate with. He responds quickly to our requests. Rob is a pleasure to work with.
Very reassuring when I wasn’t sure what came next. Personable and explained everything in a way to help me understand my position fully. Highly recommend as a dependable and experienced financial adviser.
Rob has always been extremely helpful and easy to access whenever I needed questions answered regarding my superannuation and current financial situation.
I would not trust my investments and superannuation with anyone else.
- Adviser status Bronze
- Number of reviews 9
- First year providing advice 2005
- Years of experience 18
- Tier 1 Life Insurance
- Tier 1 Personal Advice
- Taxation Fundamentals
- Tier 1 Generic Knowledge
- Tier 1 Managed Investments
BB Wealth ManagementSuite 305, 66 Hunter St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Fintegrity Wealth Advisers Pty Ltd