Rohan Serrao
Director, Senior Investment AdviserRohan joined Evans and Partners in 2026 as an Investment Adviser, bringing a rare depth of experience across both institutional markets and private wealth management. He is committed to building genuine client relationships and crafting highly tailored investment strategies that draw on the full breadth of his career.
He spent the first half of his career at global investment banks including Macquarie and Nomura, before making a deliberate pivot into private wealth in 2014, going on to hold senior roles at JBWere, Credit Suisse and UBS.
Rohan takes a highly relationship-driven approach to advice, taking the time to understand each client’s goals and circumstances before developing bespoke, high-conviction strategies. He values education and transparency, and genuinely enjoys working with clients who want to engage deeply.
Rohan holds a Master of Applied Finance from Macquarie Business School, with a focus on Funds Management.
Outside of work, he is an avid reader of non-fiction and enjoys horse racing, yoga, swimming, and spending time with his wife and two children.
Expertise
- High-Net-Worth Investing
- Personal Investment Advice
- Superannuation and Retirement Strategies