Home / Our Team / Robert Reid

Robert Reid

Senior Financial Adviser and Principal

Embark on a financial journey guided by Robert Reid, a seasoned Financial Planner whose passion for adventure mirrors his commitment to securing your financial future. Hailing from the scenic coastal town of Manly, NSW, Australia, Robert brings a wealth of experience and a love for the great outdoors to his role. An avid surfer and skier, he thrives on exploring diverse cultures and environments, fueling his desire to help clients navigate the ever-changing landscape of financial planning.

Robert’s dedication extends beyond his profession, as he actively volunteers with organisations such as Making a Difference (MAD) and Can Too, advocating for causes close to his heart like child welfare and cancer support. With a robust educational background including diplomas, masters, and an MBA in Financial Services, alongside additional certifications such as a Commercial Pilot’s License (currently on hold), Robert’s expertise is complemented by his thirst for knowledge and breadth of experience. He has also participated in the Harvard Business School’s Executive Development program, further enhancing his strategic acumen and leadership skills.

Throughout his career spanning notable companies such as CBA, GE Commercial Finance, and AXA, Robert has established himself as a trusted advisor, adept at crafting tailored financial solutions. His commitment to client-centricity and genuine communication sets him apart, ensuring that each client’s journey is met with clarity and confidence.

For Robert, the greatest reward lies in empowering clients to achieve their financial goals, and fostering a culture of honesty, integrity, and genuine care within the industry. With over 15 years of experience as a Financial Planner, Robert’s expertise in investment markets and tax management options is unmatched. His ideal client is someone ready to actively engage in their financial journey, seeking a trusted partner to build a secure future within their means.Robert embodies a commitment to excellence, compassion, and unwavering dedication to his clients’ financial well-being. His guiding principle,

“Keep things simple. Enjoy the journey. Enjoy life. Treat others as you would like to be treated,”

reflects his ethos of providing personalised financial guidance tailored to each client’s unique aspirations and circumstances.

If you’d like to ask Rob any questions please contact her by phone or email