Rob Mclean Email & Phone Number

Sydney, Australia

I provide expertise in direct equities, exchange traded funds (ETF's) and managed funds. As one of Shaw’s senior advisors, I strive to develop client relationships based on trust, and working in collaboration with financial planners, provide holistic advice spanning both trade execution and risk management, maximising client outcomes. In addition, I proactively contribute to Shaw’s continued evolution and support the organisation’s growth agenda.• Appeared on Sky News Business Channel up to 3 times a week, providing expert insight on general markets and macro-economics.

Sydney, Australia

Recruited to drive business growth for Insight, a growing business in the investment space, I advised HNWIs and clients transitioning from other services to ensure a satisfied client base and growing reputation in the market. Leading portfolio management, I developed client relationships through niche advice spanning trade execution and risk management, funds, managed funds and equities. Most critically, I dedicated time to supporting a client-centric, cohesive financial team, and contributed to marketing strategy and product development with the view to improve client outcomes. • Led development and launch of an SMA product offering in collaboration with asset consultants, decreasing risk for customers through separately managed equities accounts;• Achieved qualification as mortgage broker, providing holistic advice and developing best practice standards;• Developed company’s profile in the market, increasing competitive advantage in the small business space.

Sydney, Australia

Promoted three times during my tenure, I was responsible for client management and portfolio development, collaborating with clients and financial planners to execute trades and achieve objectives. I managed high-level clients, providing technical advice on funds, margin lending, equities and derivatives, crafting unique, targeted and compliant financial strategies to individual requirements. During this period, I also mentored team members, building both capacity and capability through on-the-job coaching and knowledge sharing. • Achieved revenue targets YOY, promoted three times within the business in recognition of company loyalty and exceptional performance;• Collaborated with Equity Market Groups on product development, leveraging knowledge of customer needs to influence and evolve company offerings;• Nominated for Internal Award of Excellence in Customer Experience, recognised for ability to actively listen to customer and provide solutions based on individual client needs.

Master Of Business Administration (Executive)

Certificate Iv Mortgage Broking

Education record