About Robert

Robert is a Private Wealth Adviser in the Melbourne office for Shadforth Financial Group.

Robert is a Certified Financial Planner with over 15 years of experience in the financial advice industry.

Education and experience

Robert holds the following qualifications:

• Bachelor of Commerce and Economics, Monash University.
• Certified Financial planner (CFP)®
• Member of Financial Advice Association Australia (FAAA)

Robert in his own words

From a young age, I’ve been fascinated by economics and the profound impact that decisions now can have on future financial outcomes. That curiosity led me to begin my career in financial advice and in 2012 I started working at Shadforth where I was fortunate to work alongside highly professional and ethical advisers who shaped my approach to client care and strategic thinking.

With over 15 years of experience in financial advice, I’ve progressed to the role of Private Wealth Adviser, helping clients simplify their finances, make informed decisions, and secure the lifestyle and financial position they desire. I’m passionate about working closely with individuals and families to build and protect their wealth through tailored strategies that reflect their unique goals.

I take pride in helping clients understand their options and feel confident about their financial future.

Whether you're looking to grow your wealth, plan for retirement, or gain clarity around your financial decisions, I’m here to guide you every step of the way.

Outside of work

Outside of work, Robert enjoys a busy family life with his wife and three children. He is a passionate AFL supporter (Melbourne), and loves watching the footy and staying active through sport.