Robert Fiani
Principal
I provide objective advice based on informed analysis, considered judgement and diligent effort.
Robert has more than 35 years experience. He has held senior positions during this time, such as Partner at JB Were (10 years) and Division Director at Macquarie Bank (7 years) prior to joining Morgans as Managing Director – Sydney Equities and Board Member. Robert has more than $3 billion of client assets under advice. Robert is a highly experienced stockbroker with a large client base. Robert is Managing Director and Principal of Aurora Sydney Pty Ltd, which is the entity that manages an office of Morgans Financial Limited. Robert is remunerated by way of profit share.
Investment Style
Robert is experienced in constructing portfolios tailored to the client's objectives and goals. In addition, Robert has many trading clients and enjoys providing them with appropriate trading opportunities.
Services and Specialties
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Options and Warrants
Stockbroking
Wealth Management
Qualifications and Professional Affiliations
Certificate in Financial Markets
Options course
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Securities
Derivatives Level 1
Managed Investments
Generic
Margin Lending
I am employed by Aurora Sydney Pty Ltd which operates the business of Morgans Financial Limited - Sydney - George Street. As a shareholder of Aurora Sydney Pty Ltd, I may be entitled to a share of profits.
