Rob McGregor

Joint Founder

 

 

E. This email address is being protected from spambots. You need JavaScript enabled to view it.

P. 07 5408 4100

 

Rob had more than 18 years' experience in some of Australia's leading financial institutions before launching his own successful financial practice in 2003 in Noosa Heads on Queensland's Sunshine Coast.

Through his own practice, Rob recognised a need to give clients aged 35 to 50, who are considered to be in an 'accumulation' phase of their financial life, a simple, structured and successful way of building wealth for retirement.

From here he created Pathway to Wealth - the simple steps to financial success. The program achieved recognition as a 2009 Finalist of the Asset Innovation Awards hosted by the Australian Financial Review.

Rob now trains and mentors financial advisers around the country in building their ideal practice, working with ideal clients giving great advice.

Rob's achievements in the financial industry and also as a business strategist have been recognised through a number of awards, including most recently Financial Planner of the Year, 2010 and national Top Producer in 2011 for his previous dealer group.

In November 2011, he was runner up in the Money Management Financial Planner of the Year awards, announced at the FPA Annual Conference.

Rob is a passionate surfer who is actively involved in the Marcoola Surf Club.