MEET YOUR GENERAL MANAGER
Bob has a passion for working with business owners and helping them reach their goals and aspirations. Bob has a collaborative approach to business and enjoys working at finding the issues and developing a plan to address these for the benefit of key stakeholders.
Bob has been a mentor to many Financial Planning Industry participants including business owners, financial planners, practice managers and others.
Bob also enjoys coaching and working with other Professional Services business owners.
With a long background in Senior Management within Financial Services he has a lot to offer as a coach and mentor.
Strategic planning and reviews
Business development and evaluation
- State Manager AXA /Charter Financial Planning for 17 years
- General Manager Wealth Management – Moore Stephens Qld for over 3 years
- Total of over 35 years experience in Financial Services roles including, business development, recruitment, State Manager, management of a financial planning private practice
HELPING BUSINESS OVERCOME HURDLES IS KEY TO WHAT BOB DOES, HE GETS THE REAL ISSUES AND BUILDS A PLAN OF ATTACK.