CFP®, BCom, MAppFin
Based in Sydney, Robert sees his relationship with clients in both Sydney and Brisbane as a long-term one and is dedicated to providing prompt attention to their queries, whilst being proactive in providing everything they need to make informed decisions about their investments.
Combining a passion for investing with a natural ability for client service, Robert provides investment advice in line with clients’ individual goals and risk profile.
He is particularly interested in the fixed income space, which he says is an important foundation for preserving capital and generating a regular income in the portfolio, particularly for clients moving into retirement.
He is also interested in opportunities arising from non-traditional asset classes such as emerging markets and private equities.
Before joining Dixon Advisory, Robert worked with Colonial First State where he held positions in institutional funds management, providing client services, and the Australian equities division, managing $1.2 billion in funds.
Robert has a Masters’ of Applied Finance majoring in Financial Planning and a Bachelor of Commerce from the University of Wollongong and is a Certified Financial Planner (CFP®). He completed his FASEA Financial Adviser Exam in August 2020.