Robert provides counsel and investment advice to family groups and charitable organisations.
Robert began working in global financial markets in the late 1990s, and hisexperience includes 16 years in senior / management roles, advising some ofthe world’s largest institutions on Australian, Asian and global equities (at ABNAmro in London, Goldman Sachs in London, Aviate Global in Hong Kong andCitigroup in Sydney) as well as 4 years in corporate finance (BG Capital,Sydney).
At Koda, Robert leverages his deep understanding of global financial marketsto deliver strategic and customised investment solutions to family groups andcharitable organisations. Robert’s advice can be comprehensive, covering taxand structuring, investments, supporting philanthropic endeavours, and bringingother generations into the conversation.
Importantly, Robert’s advice is independent, unconflicted and always in eachclient’s best interest, ensuring the best outcomes and financial peace of mind.