Rob Watts
Senior Investment Adviser
With over 30 years' experience in the industry Rob has a strong background in Financial Markets. Focusing on portfolio construction and ongoing advice, Rob works closely with his investors to ensure their financial goals are achievable. Rob's previous experience in relationship management means clients receive sincere, personalised service combined with solid investment advice.
Investment Style
Rob works closely with his investors to identify key investment and lifestyle goals. Specialising in Blue Chip shares, his proactive management style takes advantage of market movements. His clear and structured process combined with periodical portfolio reviews keep investors engaged with finances.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am employed by Morgans Financial Planning Pty Limited, which has a consultancy arrangement with Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - West Perth. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
I am employed by Morgans Financial Planning Pty Limited which operates the business of Morgans Financial Limited - West Perth - Retail Equities. My employer remunerates me as your adviser by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
