Rob Gilmour

Rob Gilmour Email and Phone Number

Wealth Simplicity Founder | CPA, AFP, Legal Practitioner @ Wealth Simplicity
sydney, new south wales, australia
Rob Gilmour's Location
Greater Sydney Area, Australia
Rob Gilmour's Contact Details

Rob Gilmour work email

Rob Gilmour personal email

About Rob Gilmour

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.

Rob Gilmour's Current Company Details
Wealth Simplicity

Wealth Simplicity

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Wealth Simplicity Founder | CPA, AFP, Legal Practitioner
sydney, new south wales, australia
Employees:
2
Rob Gilmour Work Experience Details
  • Wealth Simplicity
    Rob Gilmour - Founder & Managing Principal
    Wealth Simplicity Jun 2014 - Present
    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 and owning my business means that I have the control to ensure the best outcomes for my clients, without any conflicts of interest.Investing is at the heart of what I do. It's not possible to have a one size fits all approach for everyone, and it requires looking at all types of assets including shares and property. With my diverse background and experience, I can appreciate that most time the simple, tried and tested approach is often the best. However, not everything is simple, particularly when it comes to tax. This is where planning early on can make all the difference to long-term investment returns.If you are looking for the best possible ways to create and protect your wealth or looking ahead to transfer it efficiently to future generations, feel free to get in touch, no obligations. I specialise in taxation and investments, as well as having an SMSF service that covers all your accounting, investment and strategic advice needs.Importantly, Wealth Simplicity is not aligned with any financial institutions or product providers. This means I can provide you with the best weapon for taking control – choice!To find out more, visit my website at www.wealthsimplicity.com or contact me on 0415 927 868.Rob Gilmour
  • Dixon Advisory
    Executive Investment Advisor
    Dixon Advisory Sep 2011 - Jun 2014
    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 and regulatory system in Australian again.As part of my role, I was a regular presenter at seminars and gradually built a book of clients with assets under management of over $170m. It was also a privilege to also work alongside Daryl Dixon who has been at the forefront of the industry for over three decades.The decision to leave Dixon Advisory was ultimately driven by the desire to work independently from product providers and to build long term relationships with my own clients.
  • Aviva Europe
    Programme Manager - European Corporate Restructure
    Aviva Europe Feb 2009 - Dec 2009
    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 model across a number of country operations. It also involved the transfer of over 100 legal entities to be consolidated a new head office based in Ireland.
  • Aviva Investors
    Programme Manager - Global Finance Strategy & Transformation
    Aviva Investors Feb 2002 - Feb 2009
    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 asset managers in the United Kingdom. I focused on my delivery and strategic change skills with a step towards project and programme management. Through various contracts, I delivered change projects across the finance, operations and investments parts of the business.Key highlights included developing the systems and process capability for the business to report against new international accounting standards (IFRS). This also delivered a reducing in reporting times by over 50% and facilitated the outsourcing of operations to J Morgan. After the acquisition of AIB Investment Management, managing the transition of over EUR 2bn worth of assets to the UK and new alignment into a new investment strategy. I worked with a lot of amazing people and teams over the years at Aviva, but the true lasting legacy is this is where I met my beautiful wife and mother of our now three children!
  • Pwc
    Consultant - Asia Financial Services & E-Business
    Pwc Dec 1998 - Mar 2001
    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 multi-national clients gleaned from various PwC engagements and interactions with senior executives from around the world. I was also responsible for supporting the rollout of the PwC's global e-business strategy in the Australian practice.It was a privilege to have senior level exposure to the management of a global organisation so early on in my career. However, at this juncture in my life, I decided to take a year off to travel and move to London!
  • Price Waterhouse
    Consultant - Tax And Legal Services
    Price Waterhouse Jan 1998 - Dec 1998
    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 the GST was being introduced in Australia.

Rob Gilmour Skills

Investments Portfolio Management Wealth Management Financial Services Finance Financial Advisory Equities Strategy Project Management Superannuation Risk Management Financial Analysis Financial Planning Self Managed Superannuation Funds Insurance Business Strategy Retirement Planning Tax Accounting Estate Planning Asset Allocation Financial Modeling Communication Listening Financial Markets Problem Solving Motivational Leadership Change Management Public Speaking Banking Business Development

Rob Gilmour Education Details

Frequently Asked Questions about Rob Gilmour

What company does Rob Gilmour work for?

Rob Gilmour works for Wealth Simplicity

What is Rob Gilmour's role at the current company?

Rob Gilmour's current role is Wealth Simplicity Founder | CPA, AFP, Legal Practitioner.

What is Rob Gilmour's email address?

Rob Gilmour's email address is ro****@****ail.com

What schools did Rob Gilmour attend?

Rob Gilmour attended The Australian National University, Financial Planning Association (Fpa), Kaplan Professional, Kaplan Professional, Project Management Institute, Usa, Cpa Australia Program, University Of Technology, Sydney, The Australian National University, St Joseph's College Hunters Hill.

What skills is Rob Gilmour known for?

Rob Gilmour has skills like Investments, Portfolio Management, Wealth Management, Financial Services, Finance, Financial Advisory, Equities, Strategy, Project Management, Superannuation, Risk Management, Financial Analysis.

Who are Rob Gilmour's colleagues?

Rob Gilmour's colleagues are Phillip Kirk.

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