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@wealthsimplicity.com
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Rob Gilmour is listed as Wealth Simplicity Founder | CPA, AFP, Legal Practitioner at Wealth Simplicity, a company with 2 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at wealthsimplicity.com and a matched LinkedIn profile for Rob Gilmour.
Rob Gilmour previously worked as Rob Gilmour - Founder & Managing Principal at Wealth Simplicity and Executive Investment Advisor at Dixon Advisory. Rob Gilmour holds Bachelor Of Laws from The Australian National University.
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With over 20 years of experience in the financial services industry, I have developed a passion for helping people achieve their financial goals and live life on their own terms. As the founder and managing principal of Wealth Simplicity, I provide comprehensive and personalised financial planning and investment advice to professionals, business owners, and retirees, with a focus on building long-term relationships and trust.My background as an accountant, legal practitioner, and investment professional gives me a unique perspective and expertise in navigating the complex and ever-changing financial landscape. I also have a strong interest and knowledge in various asset classes, including shares and property, and tailor my strategies to suit each client's needs and preferences. My mission is to provide peace of mind and guidance to my clients through every stage of life, and to empower them to make informed and confident financial decisions.
Listed skills include Investments, Portfolio Management, Wealth Management, Financial Services, and 28 others.
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Sydney, Australia
I founded Wealth Simplicity (previously known as MORE Wealth Management), to help professionals, business owners make the most of their financial opportunities at every stage of life, including a smooth transition into retirement and living life on their own terms. I love what I do for the strong relationships that are developed with people over many years.
Sydney, Australia
Returning to Australia presented another opportunity to pivot in my career. After completing my masters in applied finance I moved away from working within large institutions, to helping individuals and families as an investment adviser. Working at Dixon Advisory was a great opportunity to be part of a dynamic business and to become familiar with the tax.
London, United Kingdom
Aviva Europe was a life insurance business that spanned 14 countries and was going to through a major transformation under a new CEO. As a programme manager, this role focused on defining and implementing a new legal structure for the pan-European business that involved navigating the regulatory, legal and tax implications of converting to a branch base.
London, United Kingdom
It was a tough time to arrive in London, there was a recession and I commenced looking for employment the day before 9/11. This period was a real test of my resilience but proved to be a very fortunate pivot in my career toward the fund management industry, with Aviva Investors (previously Morley Funds Management) being one of the largest institutional.
Sydney, Australia
Reporting to the Global Leader of PwC's Tax and Legal practice, I worked on various strategic projects for the newly merged organisation. Initially, the focus was on research across various countries in Asia for PwC to move into legal services. In order to improve collaboration between partners, I developed a CRM database to capture strategic insights on.
Sydney, Australia
This was my first professional job as a graduate in the specialist indirect taxes division of Price Waterhouse. The role suited my technical legal background, which also opened the door for having early exposure to senior management and solving complex issues that had a material impact on profitability. It was also a time of rapid change and uncertainty as.
Activities and Societies: University Rowing VIII
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Rob Gilmour works for Wealth Simplicity.
Rob Gilmour is listed as Wealth Simplicity Founder | CPA, AFP, Legal Practitioner at Wealth Simplicity.
AeroLeads has found 1 work email signal at @wealthsimplicity.com for Rob Gilmour at Wealth Simplicity.
Rob Gilmour is based in Greater Sydney Area, Australia, Australia while working with Wealth Simplicity.
Rob Gilmour has worked for Wealth Simplicity, Dixon Advisory, Aviva Europe, Aviva Investors, and Pwc.
Rob Gilmour's colleagues at Wealth Simplicity include Phillip Kirk.
You can use AeroLeads to view verified contact signals for Rob Gilmour at Wealth Simplicity, including work email, phone, and LinkedIn data when available.
Rob Gilmour holds Bachelor Of Laws from The Australian National University.
Rob Gilmour is listed with skills including Investments, Portfolio Management, Wealth Management, Financial Services, Finance, Financial Advisory, Equities, and Strategy.
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