About Rob

Rob is a Private Wealth Adviser in the Perth office of Shadforth Financial Group. He has a passion for building meaningful, long-term relationships with his clients and developing tailored strategies that not only strengthen his clients’ current financial position but also help them support future generations.

With a strong focus on family values, Rob works closely with clients to address the financial challenges that can cause stress and uncertainty. His goal is to create clarity and confidence, enabling clients to devote their time and energy to the people and pursuits that matter most to them.

Education and Experience

Rob holds a Bachelor of Commerce (Financial Planning) from Curtin University and a Graduate Diploma of Financial Planning from Kaplan Professional. He is also a Certified Financial Planner® the highest designation in the financial advice profession, and a member of the Financial Advice Association Australia (FAAA).

Since joining Shadforth Financial Group in 2007 through its Graduate Recruitment Program, Rob has developed deep expertise across:

• Cashflow management
• Wealth accumulation strategies
• Superannuation, retirement and estate planning
• Portfolio construction
• Aged care advice and life insurance

This breadth of knowledge enables Rob to guide clients through every stage of life with well-considered, holistic advice.

Outside of Work

Rob enjoys spending quality time with his wife and two young sons, as well as catching up with friends and extended family. An avid sports fan, he follows his favourite teams closely and enjoys playing tennis or a round of golf when time allows.