I commenced my 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 worked in the Stockbroking industry from 1987 to 2012 in various areas including as a stock and options trader on the trading floor and the computerised trading systems including SEATS and CLICKS, an institutional adviser to hedge funds and fund managers and as a retail stockbroker. During my time as a stockbroker, I was involved in over 300 corporate deals, placements and initial public offerings which included initiating and managing deals.
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
Superannuation
Managed Investments and Direct Equities
Wealth Protection - Personal Insurance
Self-Managed Super Funds
Expertise
My fees
We are happy to discuss this structure to suit new clients
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 10
- First year providing advice 2005
- Years of experience 19
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Highest qualifications
- Tier 1 Managed Investments
- Tier 1 Life Insurance
- Taxation Fundamentals
- Tier 1 Generic Knowledge
- Tier 1 Personal Advice
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Language spoken
- English
BB Wealth Management
Suite 1003, 66 Hunter StSydney, NSW 2000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fintegrity Wealth Advisers Pty Ltd
AFSL 534971