Investment Manager
Rob joined Akambo in 2018 and brings more than 25 years of wealth management experience to his role as investment manager. His career began with stockbroker TD Waterhouse and evolved through senior advisory positions at UBS, Morgan Stanley, and Baillieu Holst, where he developed deep expertise in managing Australian and international share portfolios.
Highly qualified and technically adept, Robert holds a Bachelor of Business and a Graduate Diploma in Applied Finance. He is ADA Level 2 accredited, RG146 certified, and has obtained the US Series 7 qualification. He is also skilled in exchange traded options. Rob takes a measured, research-driven approach to investing—focused on long-term outcomes, market insight, and a steady hand through changing conditions.
Away from markets and monitors, Rob enjoys a quieter pace. He’s passionate about music, a keen hiker, and a lifelong sports enthusiast. Whether trekking a new trail or digging into a record collection, he finds energy and inspiration in the simple things that bring balance.
Robert’s qualifications include:
Bachelor of Business
Graduate Diploma in Applied Finance
Accredited Derivatives Adviser level 1 and 2
Graduate Diploma in Financial Planning
Why
Akambo?
More Clients,
Less Complexity
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Robust, Disciplined
Investment Process
Active asset allocation, high-quality investments and disciplined risk management across diversified portfolios.
Customisation and
Responsiveness
Portfolios tailored to your firm, backed by proactive communication.
Full Visibility &
Direct Ownership
Clients retain direct ownership of investments. Complete transparency and dependable communication.
Proven
Track Record
A disciplined process and an investment team managing portfolios since 2007.