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Rob Thomas is listed as Fitzpatricks Private Wealth at Fitzpatricks Private Wealth, a company with 87 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Rob Thomas.
Rob Thomas previously worked as Manager Advice Excellence at Fitzpatricks Private Wealth and Senior Executive Research and Technical at Amp Australia. Rob Thomas holds Dfp, Financial Planning from Kaplan Sydney.
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Senior financial planning industry executive, with over 20 years experience in major Australian financial service companies. Extensive experience in providing strategic direction and leadership on investment, technical advice and business relationship issues to a large network of financial advisers. Practical financial advice and relationship management experience. Sponsor of many successful projects. Possessing strong customer centric credentials.
Listed skills include Financial Services, Portfolio Management, Investments, Wealth Management, and 15 others.
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A career timeline built from the work history available for this profile.
Australia
Responsible for the delivery of the strategic technical advice, investment governance and advice tools to advisers, in alignment to the core advice philosophy. Specifically: Advice systems and processes, linking MDA, advice tools, and strategy Development of appropriate advice templates Creation of a Technical Hub supplying technical tools and strategy.
Sydney
Post acquisition of AXA Australia by AMP, retained key role in delivery of investment research services and APL to high value Charter, AXA, Genesys and IPAC advisers. Chair and / or voting member of various investment committees. Responsible Manager. Licensee investment relationship management for crucial advice firms.
Melbourne And Sydney
National responsibility for approved investment lists for various AXA licensees, market leading technical services management and delivery, advice systems (developed innovative DRAFT advice templating system), plus preplanning services. Key deliverable being quality advice proposition to over 1000 "open architecture" advisers. Responsible Manager. Numerous.
Melbourne, Australia
Financial planning division. Seat on management committee. Responsible Manager. National Responsibility for training, compliance, investment research and technical advice services to renowned Mercer financial adviser team
Sydney And Melbourne
Worked closely with the Lambert family on building the specialised accountant focused licensee of Count, now part of CBA. Adviser recruitment and training, portfolio advice, technical strategy, technology development, etc
Other employees you can reach at fitz.com.au. View company contacts for 87 employees →
Tam Dy
Colleague at Fitzpatricks Private WealthSydney, New South Wales, Australia, Australia
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RC
Ryne Charsley
Colleague at Fitzpatricks Private WealthGreater Perth Area, Australia
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SM
Steve Mcmeeken
Colleague at Fitzpatricks Private WealthMelbourne, Victoria, Australia, Australia
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AM
Aaron Miller
Colleague at Fitzpatricks Private WealthGreater Sydney Area, Australia
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EW
Emily Watson
Colleague at Fitzpatricks Private WealthGold Coast, Queensland, Australia, Australia
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RB
Rachel Blair
Colleague at Fitzpatricks Private WealthSydney, New South Wales, Australia, Australia
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PR
Patrick Ryan
Colleague at Fitzpatricks Private WealthGreater Sydney Area, Australia
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CC
Carolyn Chester-Master
Colleague at Fitzpatricks Private WealthBrisbane City, Queensland, Australia, Australia
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LA
Laurice Andrew
Colleague at Fitzpatricks Private WealthGreater Newcastle Area, Australia
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BD
Bobbe-Lee Duncombe
Colleague at Fitzpatricks Private WealthQueensland, Australia, Australia
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Quick answers generated from the profile data available on this page.
Rob Thomas works for Fitzpatricks Private Wealth.
Rob Thomas is listed as Fitzpatricks Private Wealth at Fitzpatricks Private Wealth.
Rob Thomas is based in Sydney, New South Wales, Australia while working with Fitzpatricks Private Wealth.
Rob Thomas has worked for Fitzpatricks Private Wealth, Amp Australia, Axa Australia, Mercer Morgan Australia, and Count Financial Group.
Rob Thomas's colleagues at Fitzpatricks Private Wealth include Tam Dy, Ryne Charsley, Steve Mcmeeken, Aaron Miller, and Emily Watson.
You can use AeroLeads to view verified contact signals for Rob Thomas at Fitzpatricks Private Wealth, including work email, phone, and LinkedIn data when available.
Rob Thomas holds Dfp, Financial Planning from Kaplan Sydney.
Rob Thomas is listed with skills including Financial Services, Portfolio Management, Investments, Wealth Management, Financial Planning, Financial Advisory, Investment Strategies, and Strategy.
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