Robert joined E&P Financial Group in 2011. He has worked within the financial services sector for the last 16 years and has been an investment adviser for the last 12 years.

Over this period, Robert has gain valuable insight and knowledge across all aspects of investing – from domestic and international equities to fixed income and private investments. This extensive experience has provided a strong foundation in providing quality investment advice and researching investment opportunities, Robert tailors the very best ideas within the Evans and Partners network to his client’s personal circumstances.

Robert manages a diverse client base, including SMSF clients, trusts, charities and foundations and individuals – both within Australia and overseas. He has the skillset required to manage complex situations and deliver quality outcomes.

Robert holds a Master of Applied Finance majoring in Financial Planning and a Bachelor of Commerce from the University of Wollongong and is a Certified Financial Planner (CFP®) and Accredited Derivatives Adviser. He completed his FASEA Financial Adviser Exam in August 2020.

Expertise
  • Advisers
  • High-Net-Worth Investing
  • Personal Investment Advice
  • Not-For-Profit Advice