Robert has overall national management and development responsibility for the following services provided to advisers using Licensee services supplied by the Financial Advice Network (FAN)of AXA Australia.

Technical and legislative materials related to financial planning

Investment and Risk Research, including management of an approved products list used by advisers operating under the AXA Financial Planning and Charter Financial Planning licenses

Quality Advice Guidelines, including the proprietary and highly valued DRAFT Statement of Advice templates system, and Paraplanning services.

Prior to joining AXA, Robert worked at Mercer where he was responsible for the research, technical education, compliance and training support to Mercer financial advisers. He has also worked with the Count Financial (in a similar role), and Asgard/Assirt Groups in Australia.

He has a Bachelor of Business from Curtin University Perth, and a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, Sydney.