Peter Robotis
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Peter Robotis Email & Phone Number

Private Client Adviser at Equity Trustees
Location: Melbourne, Victoria, Australia 9 work roles 4 schools
1 work email found @wilsonsadvisory.com.au LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email p****@wilsonsadvisory.com.au
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Current company
Equity Trustees
Role
Private Client Adviser
Location
Melbourne, Victoria, Australia
Company size
411 employees

Who is Peter Robotis? Overview

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Quick answer

Peter Robotis is listed as Private Client Adviser at Equity Trustees, a company with 411 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at wilsonsadvisory.com.au and a matched LinkedIn profile for Peter Robotis.

Peter Robotis previously worked as Private Client Adviser at First Samuel Limited and Senior Financial Adviser at Wilsons. Peter Robotis holds Master Of Financial Planning from Kaplan Professional.

Company email context

Email format at Equity Trustees

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{first}.{last}@wilsonsadvisory.com.au
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Profile bio

About Peter Robotis

Senior Financial Adviser with a track record of providing advice to retail and wholesale clients on a range of strategies. Including, retirement planning, SMSF’s, portfolio management, and tax effective superannuation strategies.

Current workplace

Peter Robotis's current company

Company context helps verify the profile and gives searchers a useful next step.

Equity Trustees
Equity Trustees
Private Client Adviser
Melbourne, VIC, AU
Website
eqt.com.au
Employees
411
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Company profile
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9 roles

Peter Robotis work experience

A career timeline built from the work history available for this profile.

Private Client Adviser

Current
First Samuel Limited

Melbourne, Victoria, Australia

Responsible for managing a portfolio of HNW clients - medical professionals and business owners. Advice includes complex strategies such as estate planning, intergenerational wealth transfer, SMSFs, and tax effective structuring of assets.

Jun 2024 - Present

Senior Financial Adviser

Wilsons

Australia

Responsible for the provision of comprehensive advice to both retail and HNW clients. Advice includes strategic (structuring, contribution strategies, SMSF’s) and investment advice (portfolio management)

Nov 2022 - May 2024

Senior Partnership Executive

Franklin Templeton

Melbourne, Victoria, Australia

Responsible for providing investment advice to wholesale clients. This included construction and implementation of investment portfolios and ongoing reviews.

Mar 2020 - Nov 2022

Senior Adviser

Industry Fund Services

Melbourne, Australia

Successfully provided advice to wholesale clients across a diverse range of investment strategies.Provided expert advice on retirement planning, estate planning, and tax optimization to pre-retirees and HNW individuals.

Apr 2014 - Mar 2020

Financial Planner

Victoria Teachers Mutual Bank

Melbourne, Victoria, Australia

May 2007 - Feb 2010

Financial Planner

Westpac

Melbourne, Australia

Sep 2005 - May 2007
Team & coworkers

Colleagues at Equity Trustees

Other employees you can reach at eqt.com.au. View company contacts for 411 employees →

AF Ashley Fairfield Ashley Fairfield Colleague at Equity TrusteesMelbourne, Victoria, Australia, Australia View → SB Sarah Blain Sarah Blain Colleague at Equity TrusteesMelbourne, Victoria, Australia, Australia View → AW Alan Wolf Alan Wolf Colleague at Equity TrusteesGreater Adelaide Area, Australia View → AW Angie Wu, Cpa,Cfa Angie Wu, Cpa,Cfa Colleague at Equity TrusteesMelbourne, Victoria, Australia, Australia View → MS Marcus Shaw Marcus Shaw Colleague at Equity TrusteesGreater Melbourne Area, Australia View → LS Lauri Savitz Lauri Savitz Colleague at Equity TrusteesSydney, New South Wales, Australia, Australia View → CM Carl Molden Carl Molden Colleague at Equity TrusteesGreater Sydney Area, Australia View → DG Darren Grantham Darren Grantham Colleague at Equity TrusteesGreater Sydney Area, Australia View → RB Rachael Brown Rachael Brown Colleague at Equity TrusteesMelbourne, Victoria, Australia, Australia View → ✰M ✰ Melinda Hulls ✰ Melinda Hulls Colleague at Equity TrusteesGreater Melbourne Area, Australia View →
4 education records

Peter Robotis education

Financial Adviser Exam, Competent/Pass

Fasea
FAQ

Frequently asked questions about Peter Robotis

Quick answers generated from the profile data available on this page.

What company does Peter Robotis work for?

Peter Robotis works for Equity Trustees.

What is Peter Robotis's role at Equity Trustees?

Peter Robotis is listed as Private Client Adviser at Equity Trustees.

What is Peter Robotis's email address?

AeroLeads has found 1 work email signal at @wilsonsadvisory.com.au for Peter Robotis at Equity Trustees.

Where is Peter Robotis based?

Peter Robotis is based in Melbourne, Victoria, Australia while working with Equity Trustees.

What companies has Peter Robotis worked for?

Peter Robotis has worked for Equity Trustees, First Samuel Limited, Wilsons, Franklin Templeton, and Industry Fund Services.

Who are Peter Robotis's colleagues at Equity Trustees?

Peter Robotis's colleagues at Equity Trustees include Ashley Fairfield, Sarah Blain, Alan Wolf, Angie Wu, Cpa,Cfa, and Marcus Shaw.

How can I contact Peter Robotis?

You can use AeroLeads to view verified contact signals for Peter Robotis at Equity Trustees, including work email, phone, and LinkedIn data when available.

What schools did Peter Robotis attend?

Peter Robotis holds Master Of Financial Planning from Kaplan Professional.

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