Robert Greig is an experienced financial planner with a passion for assisting individuals, couples and families to build their financial position, navigate life events and ultimately achieve their goals.
Based on the Northern Beaches of Sydney, Robert is known for his patient and approachable manner, making him the perfect choice for people experiencing inheritance, bereavement of a partner or settlements. He has a proven track record in achieving outcomes for clients at all stages, from those looking to build on their existing wealth to those navigating retirement.
A Senior Financial Adviser at Apt Wealth Partners, Robert has a decade of experience in the industry. He holds a Master of Financial Planning and a Bachelor of Applied Social Science.
Outside work, Robert is passionate about fundraising for his local community. His charitable efforts were widely recognised among the Apt team, with him being nominated and winning the 2023 Apt Life Value Award. Rob was identified for his fundraising efforts and mentorship skills.
On the weekends, he can be found spending time with his wife and three children, at the beach, at North Narrabeen Surf Club where he is a member, or on the golf course.