Robert Watson Email & Phone Number

Sydney, NSW, AU

Sydney, New South Wales, Australia

As a Cooee Wealth Partner, I provide high-quality advice that is compliant and ethical. This is achieved by ensuring no commissions are received and all services are fee-based only.Having more than 15 years of experience in Financial Planning, I have advised on a diverse range of financial and asset-based strategies to best assist my clients in achieving.

Sydney, New South Wales, Australia

Key ResponsibilitiesLead, motivate and performance manage Team Leaders within my portfolio and support them to drive high performance of the Case Assessors.Oversee the management of the remediation process and outcomes, ensuring client methodologies and guidelines are adhered to and clearly documented.Set and drive performance against KPIs for Case.

Sydney, New South Wales, Australia

The role entails working with a team of Case Assessors to ensure they meet their productivity and quality targets in relation to the assessment of financial advice for a large scale financial advice remediation project. The role acts as a first point of escalation for technical support and escalations and is involved in resolving complex problems, and.

Sydney, New South Wales, Australia

I am working with a Global Auditing and Consulting practice on a large scale remediation program that aims to deliver fair outcomes to the customers of the institution and their dealer groups. As an assessor I investigate the quality of advice provided to customers, assessing against guidelines in areas such as SMSF, Direct Equities, Insurance, Investments.

Baulkham Hills, New South Wales, Australia

Gosford

Erina, Bateau Bay And Hornsby

Perth WA

Master’S Degree, Financial Planning

Bachelor Of Business, Hospitality Management