Robert joined the firm in 1990 after previous roles in office administration and as a company accountant. He was admitted as a Partner of MGR in July 2009 and provides investment and superannuation advice ranging from accumulation and wealth building strategies and Government pensions including aged-care. He also specialises in providing taxation and compliance advice to clients with particular emphasis on self-managed superannuation funds.
Robert says, "I assist clients in mapping out their financial futures, particularly as they approach retirement and then in retirement. My particular niche expertise is in the areas of self-managed superannuation and Government pensions." According to Robert, "The most rewarding part of my role is seeing my clients succeed financially and meeting their financial needs and goals. I also enjoy the very good working relationships that I have with my colleagues".
Professional Qualifications & Memberships include
- Bachelor of Business (Accounting)
- Member - CPA Australia - Public Practise Certificate
- Practicing Financial Planner
- SMSF Specialist Advisor - SMSF Professional Association of Australia
- Registered Tax Agent
- Associate Member - Financial Planning Association of Australia
Outside of work his passions and interests include wine (He has a small wine business), music and sport (Mostly watching these days).