Robert has been working in the wealth management industry since 1998, starting out at stockbroking firm TD Waterhouse. He has since worked with UBS, Morgan Stanley and Baillieu Holst as a senior Wealth Management Adviser. He has extensive experience in managing investment portfolios and tailored trading strategies over Australian and International Equities and associated derivative products.
Robert has RG146 accreditation in securities, managed investments, margin lending and derivatives. He is ADA Level 2 accredited and experienced in advising on Exchange Traded option products, and has obtained US Series 7 qualifications. He has a Bachelor of Business from Victoria University and a Graduate Diploma in Applied Finance from Kaplan Professional.
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