A successful financial services professional having progressed through many stages of the financial services industry. From paraplanner to national sales manager to qualified financial adviser who owned and operated his own financial services firm, which he built from scratch. Rob joined Fortnum in November 2019 and heads Practice Engagement and Growth for Fortnum.
His experience is as deep as it is broad, Rob has a Commerce Degree and a Diploma of Financial Planning. He has also been engaged by the University of Newcastle, Rob’s experience includes lecturing, financial planning curriculum development, student assessment and coaching.
Entrepreneurial by nature, he founded and was managing director of innergi Pty Ltd, which successfully developed a number of online products and services that provided Australians with safe and reliable money information. Best known for the Financial Knowledge Centre, Rob developed and scaled-up this online platform and leveraged it through financial advisers and superannuation funds across Australia. innergi Pty Ltd was acquired by Iress Limited in 2015. Rob remained with Iress for four years, overseeing product development and growth.