Rob Chertok Email and Phone Number
Rob Chertok is a Associate Director | Senior Financial Advisor | Harper & Marlowe's Dad | Acuity Wealth at Acuity Wealth. He possess expertise in customer service, account management, business strategy, financial planning, management and 7 more skills. Colleagues describe him as "Rob has a passion and genuine interest for people. Getting to know them, understanding what's important to them and ultimately how he can help them. He does this with a truly natural conversational approach that makes the whole experience enjoyable. It was a pleasure and privilege to see him grow and thrive in the sometimes hard world of financial planning, and i would highly recommend him as a potential colleague or services professional. " and "Rob's ability to engage with his clients is only matched by his ability to adapt to a constantly changing regulatory environment, to ensure that he is consistently providing the best outcomes for his clients. Working as his coach, I was able to witness Rob build genuine connections with all customers through his ability of asking the right questions to understand their needs while showing a great deal of empathy. His keenness in his own personal growth and development made Rob a pleasure to coach. I look forward to watching him grow in to an accomplished adviser."
Acuity Wealth
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Associate Director | Senior Financial AdvisorAcuity Wealth Sep 2023 - PresentSydney, New South Wales, Australia -
Senior Financial AdvisorPivot Wealth Mar 2022 - Aug 2023Sydney, New South Wales, AustraliaPivot Wealth was created to help young professionals create a life that isn’t limited by money. We can help you make smarter choices, learn the rules of the game and get more out of what you have now. We help put you in the drivers seat so you can build a money strategy that gives you balance. Our passion is helping you find the perfect balance between living the life you want today, while you make the financial progress you want to set up for the future. -
Senior Financial AdvisorPrincipal Edge Financial Services Apr 2021 - Mar 2022Double Bay, Sydney -
Financial AdvisorViridian Advisory Jul 2019 - Mar 2021Sydney, Australia -
Partnership Business Manager(Westpac Private Bank)Westpac Nov 2018 - Mar 2021Barangaroo- Business Manager to Executive Financial Adviser Brett Stein (Ranked Top 30 Best Financial Advisers in Australia by WSJ). Ensure the Partnership is providing advice to clients in a timely and compliant manner. - Meet with and discuss high level strategy with HNW and U-HNW clients. - Review all new and existing files to ensure strong Compliance and Best Interest Duty standards prior to submission to Paraplanning - Maintain strong knowledge in Domestic and International markets, Politics, Superannuation and Estate Planning, to assist me when involved in drafting strategy for clients. -
Financial AdvisorWestpac Jun 2017 - Nov 2018Key Achievements:- Virtual Advice: Q1, 2018 Adviser of the Quarter- Selected amongst 8 Financial Advisers in Virtual Advice to lead a CEO sponsored initiative - Selected to participate in a critical internal remediation project- Selected to coach and mentor both new and existing advisers on maintaining strong Compliance standards and undertaking compliant General Advice discussions with clientsDuties:- Maintain and develop deep client relationships - Proactively conduct weekly Wealth meetings with select key referral partners to provide guidance and discuss new opportunities.- Provide scaled Personal Advice in the areas of Personal Insurance, Superannuation, Investments and Retirement Planning; -
Private Client AdvisorSpring Financial Group Jan 2017 - Jun 2017Sydney, AustraliaDuties include: - Financial planning and structuring that is based on our clients’ personal situation and goals. - Retirement and transition-to-retirement planning and in-retirement structuring. - Structuring of Superannuation - Personal and investment debt structuring - Direct equities, managed investments and structured investment product sourcing, funding and advice. - Residential and commercial investment property sourcing, funding and advice. - Personal insurance and estate planning. - Tax and accounting services and tax planning and mitigation strategies. -
Equites TraderAnz May 2016 - Jan 2017242 Pitt Street, Sydney 2000- Providing service to customers of E*TRADE (ANZ's online stockbroking platform) - Upselling ANZ products and services i.e Investment Loans, A-Z reviews, Superannuation, Insurance and Financial Planning referrals - Collaborating in a team environment to achieve service and sales goals -
Complaints OfficerAged Care Complaints Commissioner Apr 2011 - Apr 2016Sydney Area, Australia- Inform parties to a complaint of the Scheme's processes and advise on their rights and responsibilities under the Aged Care Act 1997. - Communicate with complainants and approved providers regarding complaints to identify issues in the complaint and develop options to achieve resolution. - Assist in the management of risks in line with risk assessment criteria. - Use a range of complaint resolution techniques, primarily 'supported early resolution' to drive action and achieve outcomes. - Maintain a high level of knowledge and interpret relevant legislation, policies and procedures and exercise delegations as an Authorised Officer under the Aged Care Act 1997. - Prepare and present recommendations to Directors to determine the appropriate prioritisation and response to complaints received. - Prepare high level briefs, reports, general correspondence, Ministerial briefs and recommendations, as required. - Work as part of a team structure within the Aged Care Complaints Scheme within the Office of Aged Care Quality and Compliance
Rob Chertok Skills
Rob Chertok Education Details
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Financial Planning And Services -
Integrity EducationFinancial Planning And Services -
Integrity Education GroupRg146 -
Finance, General -
Public Sector Management & Markeing -
Uts:InsearchBusiness/Commerce, General -
Moriah CollegeHigh School Certificate
Frequently Asked Questions about Rob Chertok
What company does Rob Chertok work for?
Rob Chertok works for Acuity Wealth
What is Rob Chertok's role at the current company?
Rob Chertok's current role is Associate Director | Senior Financial Advisor | Harper & Marlowe's Dad | Acuity Wealth.
What schools did Rob Chertok attend?
Rob Chertok attended Deakin University, Integrity Education, Integrity Education Group, University Of Technology Sydney, Macquarie University, Uts:insearch, Moriah College.
What skills is Rob Chertok known for?
Rob Chertok has skills like Customer Service, Account Management, Business Strategy, Financial Planning, Management, Microsoft Office, Complaints Management, Marketing, Social Media, Sales, Marketing Strategy, Business Development.
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