Cashflow Private Wealth
Investment Manager
With over 20 years of experience in financial advice and portfolio management, Rob is a strong proponent of Safety First Investing, bringing a disciplined approach to managing risk, protecting capital and building long-term wealth.
Wealth Advisor
An experienced financial services professional, previously with J.P. Morgan, Macquarie, BT and Ord Minnett, who moved into financial advice in 2018.
Financial Planning Support
Over a decade of financial planning experience, helping clients navigate everything from wealth creation to retirement with confidence.
Financial Planning Support
Holds an MBA and brings business management and client services experience, coordinating documentation and supporting delivery of client strategies.