Rob Thomas
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Rob Thomas Email & Phone Number

Fitzpatricks Private Wealth at Fitzpatricks Private Wealth
Location: Sydney, New South Wales, Australia 5 work roles 3 schools
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Current company
Fitzpatricks Private Wealth
Role
Fitzpatricks Private Wealth
Location
Sydney, New South Wales, Australia
Company size
87 employees

Who is Rob Thomas? Overview

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Rob Thomas is listed as Fitzpatricks Private Wealth at Fitzpatricks Private Wealth, a 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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Fitzpatricks Private Wealth

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Profile bio

About Rob Thomas

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.

Current workplace

Rob Thomas's current company

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Fitzpatricks Private Wealth
Fitzpatricks Private Wealth
Fitzpatricks Private Wealth
new south wales, australia
Website
fitz.com.au
Employees
87
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5 roles · 35 years

Rob Thomas work experience

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

Manager Advice Excellence

Current
Fitzpatricks Private Wealth

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 Management and governance of the Approved Product List, and relevant investment guidelines Training and education delivery

Oct 2015 - Present

Senior Executive Research And Technical

Amp Australia

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.

2012 - Jul 2015

National Manger Technical Research Advice And Paraplanning

Axa Australia

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 projects including IPAC advice integration and North product development, plus some, Black Belt training. Key person on licensee leadership and management team. Adviser customer relationship a key strength.

2001 - 2012 ~11 yrs

Research Technical Compliance Manager

Mercer Morgan Australia

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

1998 - 2001 ~3 yrs

Research, Technical, Compliance Manager

Count Financial Group

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

1992 - 1998 ~6 yrs
Team & coworkers

Colleagues at Fitzpatricks Private Wealth

Other employees you can reach at fitz.com.au. View company contacts for 87 employees →

BC Brad Cole Brad Cole Colleague at Fitzpatricks Private WealthGreater Brisbane Area, Australia View → EW Emily Watson Emily Watson Colleague at Fitzpatricks Private WealthGold Coast, Queensland, Australia View → RB Rachel Blair Rachel Blair Colleague at Fitzpatricks Private WealthSydney, New South Wales, Australia View → HT Hilary Tams Hilary Tams Colleague at Fitzpatricks Private WealthBrisbane, Queensland, Australia View → AG Anuja Gupta Anuja Gupta Colleague at Fitzpatricks Private WealthGosford, New South Wales, Australia View → GS George Sabini George Sabini Colleague at Fitzpatricks Private WealthMelbourne, Victoria, Australia View → TP Trisha Prince Trisha Prince Colleague at Fitzpatricks Private WealthGreater Perth Area, Australia View → CM Carmel Mcinnes Carmel Mcinnes Colleague at Fitzpatricks Private WealthGreater Sydney Area, Australia View → MP Marnie Page Marnie Page Colleague at Fitzpatricks Private WealthGreater Sydney Area, Australia View → CL Colin Lewis Colin Lewis Colleague at Fitzpatricks Private WealthGreater Sydney Area, Australia View →
3 education records

Rob Thomas education

Dfp, Financial Planning

Kaplan Sydney

Graduate Diploma In Applied Finance And Investment

Finsia
FAQ

Frequently asked questions about Rob Thomas

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

What company does Rob Thomas work for?

Rob Thomas works for Fitzpatricks Private Wealth.

What is Rob Thomas's role at Fitzpatricks Private Wealth?

Rob Thomas is listed as Fitzpatricks Private Wealth at Fitzpatricks Private Wealth.

Where is Rob Thomas based?

Rob Thomas is based in Sydney, New South Wales, Australia while working with Fitzpatricks Private Wealth.

What companies has Rob Thomas worked for?

Rob Thomas has worked for Fitzpatricks Private Wealth, Amp Australia, Axa Australia, Mercer Morgan Australia, and Count Financial Group.

Who are Rob Thomas's colleagues at Fitzpatricks Private Wealth?

Rob Thomas's colleagues at Fitzpatricks Private Wealth include Brad Cole, Emily Watson, Rachel Blair, Hilary Tams, and Anuja Gupta.

How can I contact Rob Thomas?

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.

What schools did Rob Thomas attend?

Rob Thomas holds Dfp, Financial Planning from Kaplan Sydney.

What skills is Rob Thomas known for?

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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