Rob came to My Wealth Solutions from another boutique financial planning firm where he gained experience as a Paraplanner and as an Associate Advisor. Previous to financial planning Rob served in the Australian Army for five years coordinating joint fires and effects through the use of Artillery and Aircraft.
Rob has almost 3 years working in the financial planning industry whilst completing his Diploma in Financial Planning in 2015 and is currently nearing completion of his Bachelor of Commerce (Business Law) degree. Upon completion of his bachelor’s degree, Rob wants to further his studies and will look to study a Masters in a finance/business related discipline.
As an Associate Adviser within the business, Rob is heavily involved in the preparation of financial plans and strategies to grow and protect our clients’ financial futures. As his role expands, Rob is will build his client base by developing strong relationships with other industry professionals and through his personal networks. Rob is concise and disciplined in his approach to the financial planning process where he strives to obtain the best outcome for his clients to put them in the best situation possible.
Outside of Work
Outside of work Rob is passionate about his health and fitness and is regularly running or in the gym. Rob is also a keen golfer and is always looking for a chance get out on the course.