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Rob Hollerin

Founding Partner at See Clear Wealth Pty Ltd
Intro Book
Experienced financial professional with a strong background in stockbroking, superannuation, and wealth management.
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Location
Canberra, Australian Capital Territory, Australia, AU
Skills
  • Stockbroking
  • Superannuation
  • Asset Managment
  • Retirement
  • Insurance
  • Show all
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Bio

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Rob Hollerin is a seasoned financial professional with over 15 years of experience in stockbroking, superannuation, asset management, and wealth management. He has held various roles, including company owner and director, senior financial adviser, and advanced financial planner. Rob has worked with several companies, including See Clear Wealth Pty Ltd, Rightway Insurance Services, Financial Integrity Group, Australian Financial Planning Group - AFPG, Randstad, Westpac, and Macquarie Group.

Experience

  • See Clear Wealth Pty Ltd
    • Canberra, Australia
    • Founding Partner
      • Oct 2016 - Present
      • Canberra, Australia

      Company owner and director. Financial Adviser. Full Holistic Financial Advice. Specializing in Superannuation and risk insurance.

  • Rightway Insurance Services
    • Canberra, Australia
    • Senior Financial Adviser
      • Nov 2014 - Sep 2016
      • Canberra, Australia

      Holistic financial advice, inc. business succession planning, estate planning, retirement planning, gearing, superannuation, personal insurance, investments, direct equity, wealth creation, SMSF.

  • Financial Integrity Group
    • Senior Financial Adviser
      • Apr 2012 - Oct 2014

      Full holistic financial planning, inc., Insurances, personal and business, retirement strategies, superannuation, investments, including platforms and gearing.

  • Australian Financial Planning Group - AFPG
    • Sydney
    • Financial Adviser
      • Jan 2012 - Feb 2012
      • Sydney

      Full holistic financial planning and mortgage advice.

  • Randstad
    • Consultant, Banking and Finance.
      • May 2011 - Nov 2011

  • Westpac
    • Advanced Financial Planner
      • Mar 2008 - May 2011

  • Macquarie Group
    • Margin Lending and Wrap positions
      • 2006 - 2008

Education

  • 2009 - 2009
    RG146
    Advanced Diploma of Financial Services / Financial Planning
  • 1983 - 1989
    Falcon Manor - Northampton

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