As a highly qualified corporate finance advisor working in the energy and resources sectors, Robbie was leading the Acquisitions and Divestments team at a Perth-based independent advisory firm. But it was his desire to work with clients on a more personal level that led to him making a career change, trading international business sales and commercial advisory to join Capital Partners and provide personal financial planning and wealth management advice.
With a special interest in and knowledge of business transactions, investment and financial markets, Robbie takes great pride in helping individuals and families set and achieve their life goals. He enjoys getting to know clients and understand their hopes and dreams.
Indeed, this is why he chose to make his career change with us, rather than another financial planning or wealth management firm – our guiding principles, collaborative approach and commitment to excellence resonated with Robbie immediately.
Away from the office, Robbie loves relaxing with his friends and family, particularly his young daughters. He enjoys good food, watching sport, playing music and getting out and active in the great outdoors, which could mean anything, from surfing to camping.