Robert Greig AFP®, AdvDipFP, BAppSocSc, MFinPlan

Senior Financial Adviser

Robert has been working in the financial services industry for over 8 years. He holds a number of qualifications, including a Bachelor of Applied Social Science, a Masters degree in Financial Planning and has recently successfully completed the Financial Adviser Standards and Ethics Authority Exam. Robert is a Financial Planner AFP® with the Financial Planning Association of Australia.

Robert has been a senior financial planner at Apt Wealth Partners for 3 years and is available to assist with your advice queries. He enjoys building long-lasting advice relationships with his clients and seeing the value financial advice provides to clients moving through their various life-stages.

Robert’s favourite part of his role at Apt Wealth is working with clients and assisting them in the creation of financial strategies to ensure they live for today while planning for tomorrow. While he enjoys working with clients of all ages, setting accumulators on the right path financially has been especially rewarding.

Robert lives on the Northern Beaches with his wife Victoria and two children, Oliver and Winona. He loves a game of golf when time permits and tries to be involved with various fundraisers for charities throughout the year, supported by Apt Wealth Partners.

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  Location: sydney