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