Direct industry experience – 17 years
In his (much) younger days in the police force, Rob was commended for courage. He brings this firm resolve and fearless approach to his business life.
Rob forged his own highly successful financial services consultancy. He was a Director and part-owner of The Money Managers Ltd., becoming General Manager (5 years) and CEO (3 years).
While at The Money Managers, Rob established a division to co-own and manage start up ‘turnkey’ financial planning businesses. This grew to seven practices and $280 million in FUM.
As CEO, Rob led a team of 53 staff in six locations with a budget of $12mil and EBITDA of $4.3 million. He’s been described as “liking the facts” – something he happily concurs with.
After a successful merger with Shadforth Financial Group, Rob worked in the area of merger and acquisitions as well as implementing a national transition strategy for advisers and clients across the group.