Rob Petrie
Head of Private Wealth at Akambo Financial Group- Claim this Profile
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Bio
Adam Webb
Appreciative comes to mind when I think about Rob. I reported directly to Rob for 4 years during which time his influence on my personal and professional development is difficult to quantify, other than to say it was significant. Rob’s ability to successfully help shape careers of those under his care to galvanising highly engaged employees with a clear purpose on business sustainability are qualities that define his leadership. Rob would be an asset for any organisation requiring expertise to support talent development and a customer centric strategy.
Adam Webb
Appreciative comes to mind when I think about Rob. I reported directly to Rob for 4 years during which time his influence on my personal and professional development is difficult to quantify, other than to say it was significant. Rob’s ability to successfully help shape careers of those under his care to galvanising highly engaged employees with a clear purpose on business sustainability are qualities that define his leadership. Rob would be an asset for any organisation requiring expertise to support talent development and a customer centric strategy.
Adam Webb
Appreciative comes to mind when I think about Rob. I reported directly to Rob for 4 years during which time his influence on my personal and professional development is difficult to quantify, other than to say it was significant. Rob’s ability to successfully help shape careers of those under his care to galvanising highly engaged employees with a clear purpose on business sustainability are qualities that define his leadership. Rob would be an asset for any organisation requiring expertise to support talent development and a customer centric strategy.
Adam Webb
Appreciative comes to mind when I think about Rob. I reported directly to Rob for 4 years during which time his influence on my personal and professional development is difficult to quantify, other than to say it was significant. Rob’s ability to successfully help shape careers of those under his care to galvanising highly engaged employees with a clear purpose on business sustainability are qualities that define his leadership. Rob would be an asset for any organisation requiring expertise to support talent development and a customer centric strategy.
Experience
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Akambo Financial Group
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Australia
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Financial Services
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1 - 100 Employee
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Head of Private Wealth
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Dec 2020 - Present
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Shadforth Financial Group Ltd
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Australia
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Financial Services
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200 - 300 Employee
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Head of Shadforth, VIC & SA
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May 2015 - Aug 2020
The key aspect of my role is to support our Private Client Advisers to ensure that SFG is the pre-eminent provider of wealth management services. This is achieved by ensuring that our clients, new and existing, are engaged in a robust advice process that is built on a disciplined approach to achieving their goals and objectives. Our Team has representation in various locations, which include Melbourne, Ballarat, Geelong, Mt Gambier, Sale and Wodonga. Within our Team, there are approximately 110 individuals with skills that cover all aspects of advice delivery. If you are interested in joining our Team, please follow Shadforth Financial Group Ltd and IOOF Holdings Ltd. via LinkedIn and SEEK, where opportunities will be posted periodically.
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Commonwealth Bank of Australia
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United Kingdom
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Retail Office Equipment
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1 - 100 Employee
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Executive Manager
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Apr 2009 - May 2015
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Community
