Rob Petrie is the Head of Shadforth for Victoria and South Australia. In this role, Rob is responsible for leading professional staff and ensuring the delivery of the highest quality professional services and advice to our clients.
The aspect that I appreciate most about working within the financial planning profession is that we are in the privileged position to make a significant difference in people's lives. This extends to the good times and the more challenging situations that life brings."
Education and experience
Rob has over two decades of experience in financial services. A significant amount of Rob's career has been as a client facing financial adviser, establishing a portfolio of loyal clients built on the foundation of delivering easy to understand, client centric advice. His commitment to secure positive financial outcomes, as well as his experience and knowledge, has seen Rob provide significant value to clients.
Rob has been leading teams in financial services since 2004. Rob has proven to be a strategic, innovative and results-driven leader with a proven track record in building high performing teams that are committed to high quality financial advice and excellent client outcomes.
Rob holds a Diploma in Financial Planning from Deakin Univerity, as well as the CERTIFIED FINANCIAL PLANNER® designation. Rob is also a member of the Financial Planning Association of Australia.
Outside of work
Away from work, Rob is an avid fan of most sports. Rob also takes great pleasure in spending time with his family.